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Von Berge Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Von Berge Wealth Management 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
Q3 		– Sell
-5,446
Closed -$3.84M – 23
2025
Q2 		$3.84M Sell
5,446
-300
-5% -$185K 2.16% 15
2025
Q1 		$3.06M Buy
5,746
+1,350
+31% +$871K 1.98% 15
2024
Q4 		$3.02M Buy
4,396
+300
+7% +$176K 1.83% 17
2024
Q3 		$2.34M Sell
4,096
-57
-1% -$29.3K 1.45% 17
2024
Q2 		$2.1M Buy
4,153
+75
+2% +$36.5K 1.33% 18
2024
Q1 		$1.98M Sell
4,078
-187
-4% -$83.4K 1.27% 18
2023
Q4 		$1.6M Hold
4,265
– – 1.23% 20
2023
Q3 		$1.28M Hold
4,265
– – 1.09% 23
2023
Q2 		$1.22M Buy
4,265
+1,300
+44% +$321K 1.01% 23
2023
Q1 		$632K Hold
2,965
– – 0.56% 30
2022
Q4 		$450K Sell
2,965
-300
-9% -$35.2K 0.4% 33
2022
Q3 		$437K Hold
3,265
– – 0.46% 33
2022
Q2 		$534K Sell
3,265
-22
-0.7% -$4.24K 0.55% 32
2022
Q1 		$691K Buy
3,287
+1,976
+151% +$494K 0.63% 31
2021
Q4 		$411K Buy
+1,311
New +$435K 0.38% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Von Berge Wealth Management Group's META Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Meta Platforms (Facebook) (META) in Q3 2025, closing a stake of 5,446 shares — an estimated $3.84M sold.

Von Berge Wealth Management Group first reported a position in META in Q4 2021 and held it in 15 quarters. The position peaked at $3.84M in Q2 2025. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Meta Platforms (Facebook) position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 5,446 Meta Platforms (Facebook) shares in Q3 2025, an estimated $3.84M.
  • Von Berge Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Meta Platforms (Facebook) position peaked at $3.84M in Q2 2025.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.