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Willow Creek Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Willow Creek Wealth Management’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 		$444K Sell
605
-136
-18% -$101K 0.04% 115
2025
Q2 		$547K Buy
741
+59
+9% +$36.5K 0.05% 94
2025
Q1 		$393K Hold
682
– – 0.04% 100
2024
Q4 		$399K Sell
682
-63
-8% -$37K 0.04% 100
2024
Q3 		$426K Buy
745
+7
+0.9% +$3.6K 0.04% 97
2024
Q2 		$372K Buy
738
+42
+6% +$20.4K 0.04% 104
2024
Q1 		$338K Sell
696
-5
-0.7% -$2.23K 0.04% 115
2023
Q4 		$248K Buy
+701
New +$228K 0.03% 123
2023
Q3 		– Sell
-905
Closed -$260K – 136
2023
Q2 		$260K Buy
+905
New +$223K 0.04% 122
2022
Q1 		– Sell
-760
Closed -$256K – 123
2021
Q4 		$256K Sell
760
-2
-0.3% -$664 0.05% 108
2021
Q3 		$259K Sell
762
-141
-16% -$50.8K 0.06% 98
2021
Q2 		$314K Buy
903
+30
+3% +$9.62K 0.07% 83
2021
Q1 		$257K Sell
873
-120
-12% -$32.3K 0.09% 79
2020
Q4 		$271K Buy
993
+25
+3% +$6.85K 0.1% 75
2020
Q3 		$254K Sell
968
-113
-10% -$29.1K 0.1% 67
2020
Q2 		$245K Sell
1,081
-1,093
-50% -$228K 0.11% 63
2020
Q1 		$363K Sell
2,174
-89
-4% -$17.4K 0.18% 38
2019
Q4 		$464K Buy
2,263
+1,092
+93% +$212K 0.21% 38
2019
Q3 		$209K Buy
1,171
+90
+8% +$17.1K 0.1% 81
2019
Q2 		$209K Buy
+1,081
New +$198K 0.1% 78
2018
Q3 		– Sell
-1,114
Closed -$216K – 75
2018
Q2 		$216K Sell
1,114
-261
-19% -$47.2K 0.12% 63
2018
Q1 		$220K Buy
+1,375
New +$247K 0.12% 64

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

Willow Creek Wealth Management's META Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 18% in Q3 2025, selling an estimated $101K and leaving 605 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #115.

Willow Creek Wealth Management first reported a position in META in Q1 2018 and has held it in 22 quarters since. The position peaked at $547K in Q2 2025. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Willow Creek Wealth Management held 605 shares of Meta Platforms (Facebook) worth $444K as of Q3 2025.
  • Willow Creek Wealth Management sold 136 Meta Platforms (Facebook) shares in Q3 2025, an estimated $101K.
  • Meta Platforms (Facebook) made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #115 holding.
  • Willow Creek Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 22 quarters since.
  • Willow Creek Wealth Management's Meta Platforms (Facebook) position peaked at $547K in Q2 2025.
  • 4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.