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

Comprehensive 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 		$3.37M Buy
5,988
+163
+3% +$99.7K 1.8% 12
2026
Q1 		$3.33M Sell
5,825
-1,804
-24% -$1.16M 2.31% 7
2025
Q4 		$5.04M Sell
7,629
-2,308
-23% -$1.54M 3.33% 7
2025
Q3 		$7.3M Buy
9,937
+929
+10% +$691K 5% 3
2025
Q2 		$6.65M Buy
9,008
+322
+4% +$199K 5.24% 2
2025
Q1 		$5.01M Buy
8,686
+430
+5% +$277K 4.87% 3
2024
Q4 		$4.83M Buy
+8,256
New +$4.85M 4.08% 4

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Comprehensive Financial Planning's META Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, buying an estimated $99.7K and bringing the position to 5,988 shares worth $3.37M. The position accounts for 1.8% of the portfolio, ranked #12.

Comprehensive Financial Planning first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.3M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Comprehensive Financial Planning held 5,988 shares of Meta Platforms (Facebook) worth $3.37M as of Q2 2026.
  • Comprehensive Financial Planning bought 163 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.7K.
  • Meta Platforms (Facebook) made up 1.8% of Comprehensive Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Comprehensive Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Meta Platforms (Facebook) position peaked at $7.3M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.