Waypoint Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Waypoint Wealth Partners’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 Q2	–	Sell	-405	Closed	-$233K	–	80
2025 Q1	$233K	Sell	405 -96	-19%	-$61.9K	0.06%	64
2024 Q4	$293K	Sell	501 -420	-46%	-$247K	0.08%	57
2024 Q3	$527K	Buy	921 +338	+58%	+$174K	0.14%	42
2024 Q2	$294K	Buy	583 +8	+1%	+$3.89K	0.09%	54
2024 Q1	$279K	Sell	575 -41	-7%	-$18.3K	0.08%	61
2023 Q4	$218K	Sell	616 -285	-32%	-$92.8K	0.07%	68
2023 Q3	$270K	Hold	901	–	–	0.09%	64
2023 Q2	$259K	Buy	+901	New	+$222K	0.09%	58
2022 Q1	–	Sell	-1,275	Closed	-$429K	–	51
2021 Q4	$429K	Buy	+1,275	New	+$423K	0.15%	36

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

Waypoint Wealth Partners's META Position: Q2 2025 in Review

Waypoint Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 405 shares — an estimated $233K sold.

Waypoint Wealth Partners first reported a position in META in Q4 2021 and held it in 9 quarters. The position peaked at $527K in Q3 2024. 4,832 funds tracked by Wall St. Rank hold META as of Q2 2025.

Waypoint Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
Waypoint Wealth Partners sold 405 Meta Platforms (Facebook) shares in Q2 2025, an estimated $233K.
Waypoint Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 9 quarters.
Waypoint Wealth Partners's Meta Platforms (Facebook) position peaked at $527K in Q3 2024.
4,832 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.