Wolf Group Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Wolf Group Capital 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	$1.18M	Buy	+2,049	New	+$1.32M	0.4%	78
2024 Q3	–	Sell	-1,897	Closed	-$957K	–	125
2024 Q2	$957K	Buy	+1,897	New	+$922K	0.38%	76
2021 Q1	–	Sell	-6,957	Closed	-$1.9M	–	103
2020 Q4	$1.9M	Sell	6,957 -7	-0.1%	-$1.92K	1.18%	30
2020 Q3	$1.82M	Sell	6,964 -44	-0.6%	-$11.3K	1.27%	28
2020 Q2	$1.59M	Buy	7,008 +250	+4%	+$52.2K	1.19%	31
2020 Q1	$1.13M	Buy	6,758 +117	+2%	+$22.9K	0.94%	40
2019 Q4	$1.36M	Buy	6,641 +1,159	+21%	+$224K	0.9%	43
2019 Q3	$976K	Sell	5,482 -10	-0.2%	-$1.9K	0.67%	49
2019 Q2	$1.06M	Sell	5,492 -193	-3%	-$35.3K	0.73%	44
2019 Q1	$948K	Sell	5,685 -5	-0.1%	-$795	0.65%	47
2018 Q4	$746K	Buy	5,690 +40	+0.7%	+$5.79K	0.56%	52
2018 Q3	$929K	Buy	+5,650	New	+$1.02M	0.61%	57

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

Wolf Group Capital Advisors's META Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Meta Platforms (Facebook) (META) in Q1 2025: 2,049 shares worth $1.18M. The stake represents 0.4% of the portfolio and ranks #78 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in META as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in META in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.9M in Q4 2020. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

Wolf Group Capital Advisors held 2,049 shares of Meta Platforms (Facebook) worth $1.18M as of Q1 2025.
Meta Platforms (Facebook) was a new Wolf Group Capital Advisors position in Q1 2025.
Meta Platforms (Facebook) made up 0.4% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #78 holding.
Wolf Group Capital Advisors first reported a position in Meta Platforms (Facebook) in Q3 2018 and has held it in 12 quarters since.
Wolf Group Capital Advisors's Meta Platforms (Facebook) position peaked at $1.9M in Q4 2020.
4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.