USWG
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U.S. Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

U.S. Wealth Group’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.29M Sell
8,016
-65
-0.8% -$43.4K 3.49% 10
2025
Q3 		$5.93M Buy
8,081
+1,138
+16% +$847K 3.88% 9
2025
Q2 		$5.12M Buy
6,943
+94
+1% +$58.1K 4% 9
2025
Q1 		$3.95M Sell
6,849
-203
-3% -$131K 3.13% 9
2024
Q4 		$4.13M Buy
+7,052
New +$4.14M 3.12% 11

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Wealth Group's META Position: Q4 2025 in Review

U.S. Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q4 2025, selling an estimated $43.4K and leaving 8,016 shares worth $5.29M. The position accounts for 3.49% of the portfolio, ranked #10.

U.S. Wealth Group first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.93M in Q3 2025. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • U.S. Wealth Group held 8,016 shares of Meta Platforms (Facebook) worth $5.29M as of Q4 2025.
  • U.S. Wealth Group sold 65 Meta Platforms (Facebook) shares in Q4 2025, an estimated $43.4K.
  • Meta Platforms (Facebook) made up 3.49% of U.S. Wealth Group's portfolio in Q4 2025, its #10 holding.
  • U.S. Wealth Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Meta Platforms (Facebook) position peaked at $5.93M in Q3 2025.
  • 5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.