META — META PLATFORMS INC

Ownership history in Marion Wealth Management  ·  17 quarters on record

This page tracks every 13F SEC filing in which Marion Wealth Management reported a position in META PLATFORMS INC (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
1.3% (2023 Q2)
Avg. % of fund
0.98%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,950 +179 +2.6% 1.02% $4.6M $659.53
2025 Q3 REDUCED 6,771 -51 -0.7% 1.18% $5.0M $733.15
2025 Q2 ADDED 6,822 +97 +1.4% 1.26% $5.0M $736.36
2025 Q1 REDUCED 6,725 -1,397 -17.2% 1.04% $3.9M $574.57
13 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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