META — META PLATFORMS INC CL A

Ownership history in CW Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in META PLATFORMS INC CL A (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.26% (2025 Q2)
Avg. % of fund
0.43%
First filed
2021 Q4
Last filed
2025 Q2
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 176,762 +38,432 +27.8% 1.26% $130.5M $736.36
2025 Q1 ADDED 138,330 +27,121 +24.4% 0.96% $79.9M $574.57
2024 Q4 REDUCED 111,209 -26,066 -19.0% 0.90% $65.1M $583.17
2024 Q3 ADDED 137,275 +31,504 +29.8% 1.05% $78.6M $569.69
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)

Other funds also holding META

As of 2025 Q4 — sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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