US Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

US Financial Advisors’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 Q1	$369K	Buy	641 +64	+11%	+$41.3K	0.11%	65
2024 Q4	$338K	Hold	577	–	–	0.1%	66
2024 Q3	$330K	Hold	577	–	–	0.1%	66
2024 Q2	$291K	Buy	577 +100	+21%	+$48.6K	0.1%	67
2024 Q1	$232K	Buy	+477	New	+$213K	0.08%	74
2022 Q2	–	Sell	-940	Closed	-$209K	–	71
2022 Q1	$209K	Buy	+940	New	+$235K	0.1%	69
2021 Q1	–	Sell	-758	Closed	-$207K	–	145
2020 Q4	$207K	Buy	+758	New	+$208K	0.06%	128
2016 Q2	–	Sell	-515	Closed	-$59K	–	258
2016 Q1	$59K	Sell	515 -500	-49%	-$52.8K	0.1%	82
2015 Q4	$106K	Buy	1,015 +500	+97%	+$51.4K	0.1%	89
2015 Q3	$46K	Hold	515	–	–	0.08%	110
2015 Q2	$44K	Sell	515 -361	-41%	-$29.5K	0.04%	115
2015 Q1	$72K	Hold	876	–	–	0.07%	88
2014 Q4	$68K	Buy	+876	New	+$67K	0.06%	94

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

US Financial Advisors's META Position: Q1 2025 in Review

US Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2025, buying an estimated $41.3K and bringing the position to 641 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #65.

US Financial Advisors first reported a position in META in Q4 2014 and has held it in 13 quarters since. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

US Financial Advisors held 641 shares of Meta Platforms (Facebook) worth $369K as of Q1 2025.
US Financial Advisors bought 64 Meta Platforms (Facebook) shares in Q1 2025, an estimated $41.3K.
Meta Platforms (Facebook) made up 0.11% of US Financial Advisors's portfolio in Q1 2025, its #65 holding.
US Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 13 quarters since.
4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.