Action Point Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Action Point Financial 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
2026 Q2	$1.13M	Buy	+2,011	New	+$1.23M	0.11%	160

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's META Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 2,011 shares worth $1.13M. The stake represents 0.11% of the portfolio and ranks #160 among its holdings.

5,035 funds tracked by Wall St. Rank hold META as of Q2 2026.

Action Point Financial Planning held 2,011 shares of Meta Platforms (Facebook) worth $1.13M as of Q2 2026.
Meta Platforms (Facebook) was a new Action Point Financial Planning position in Q2 2026.
Meta Platforms (Facebook) made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #160 holding.
5,035 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.