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

Wealthstream 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
Q3 		$2.77M Buy
3,772
+193
+5% +$144K 0.42% 26
2025
Q2 		$2.64M Buy
3,579
+408
+13% +$252K 0.44% 23
2025
Q1 		$1.83M Buy
3,171
+19
+0.6% +$12.3K 0.34% 31
2024
Q4 		$1.85M Buy
3,152
+170
+6% +$99.8K 0.34% 30
2024
Q3 		$1.71M Sell
2,982
-43
-1% -$22.1K 0.31% 27
2024
Q2 		$1.53M Sell
3,025
-81
-3% -$39.4K 0.56% 26
2024
Q1 		$1.51M Buy
3,106
+115
+4% +$51.3K 0.57% 24
2023
Q4 		$1.06M Buy
2,991
+370
+14% +$120K 0.44% 30
2023
Q3 		$787K Buy
2,621
+1,269
+94% +$382K 0.41% 37
2023
Q2 		$388K Buy
+1,352
New +$334K 0.2% 58
2022
Q1 		– Sell
-1,107
Closed -$372K – 72
2021
Q4 		$372K Buy
+1,107
New +$368K 0.32% 44

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

Wealthstream Advisors's META Position: Q3 2025 in Review

Wealthstream Advisors increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q3 2025, buying an estimated $144K and bringing the position to 3,772 shares worth $2.77M. The position accounts for 0.42% of the portfolio, ranked #26.

Wealthstream Advisors first reported a position in META in Q4 2021 and has held it in 11 quarters since. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Wealthstream Advisors held 3,772 shares of Meta Platforms (Facebook) worth $2.77M as of Q3 2025.
  • Wealthstream Advisors bought 193 Meta Platforms (Facebook) shares in Q3 2025, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.42% of Wealthstream Advisors's portfolio in Q3 2025, its #26 holding.
  • Wealthstream Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 11 quarters since.
  • 4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.