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Zynergy Retirement Planning’s Meta Platforms (Facebook) META Stock Holding History

Zynergy Retirement Planning’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
-249
Closed -$146K – 68
2025
Q1 		$146K Hold
249
– – 0.1% 29
2024
Q4 		$143K Hold
249
– – 0.1% 31
2024
Q3 		$143K Hold
249
– – 0.1% 31
2024
Q2 		$126K Buy
+249
New +$121K 0.1% 31

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zynergy Retirement Planning's META Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 249 shares — an estimated $146K sold.

Zynergy Retirement Planning first reported a position in META in Q2 2024 and held it in 4 quarters. The position peaked at $146K in Q1 2025. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 249 Meta Platforms (Facebook) shares in Q2 2025, an estimated $146K.
  • Zynergy Retirement Planning first reported a position in Meta Platforms (Facebook) in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Meta Platforms (Facebook) position peaked at $146K in Q1 2025.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.