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Cornerstone Planning Group’s Meta Platforms (Facebook) META Stock Holding History

Cornerstone Planning Group’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 		$1.17M Sell
1,872
-40
-2% -$24.5K 0.15% 64
2026
Q1 		$1.16M Buy
1,912
+130
+7% +$83.3K 0.15% 65
2025
Q4 		$1.19M Sell
1,782
-38
-2% -$25.4K 0.19% 55
2025
Q3 		$1.21M Buy
1,820
+264
+17% +$196K 0.19% 54
2025
Q2 		$1.19M Sell
1,556
-113
-7% -$69.8K 0.24% 33
2025
Q1 		$868K Buy
1,669
+587
+54% +$379K 0.21% 34
2024
Q4 		$714K Buy
1,082
+413
+62% +$242K 0.18% 35
2024
Q3 		$397K Buy
669
+83
+14% +$42.7K 0.1% 43
2024
Q2 		$278K Buy
586
+4
+0.7% +$1.94K 0.08% 66
2024
Q1 		$263K Buy
582
+47
+9% +$21K 0.08% 64
2023
Q4 		$189K Buy
535
+45
+9% +$14.7K 0.06% 83
2023
Q3 		$147K Buy
490
+96
+24% +$28.9K 0.06% 94
2023
Q2 		$113K Buy
+394
New +$97.2K 0.04% 122
2022
Q4 		$59.2K Buy
+435
New +$51.1K 0.02% 236

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's META Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Meta Platforms (Facebook) (META) stake by 2.1% in Q2 2026, selling an estimated $24.5K and leaving 1,872 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #64.

Cornerstone Planning Group first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cornerstone Planning Group held 1,872 shares of Meta Platforms (Facebook) worth $1.17M as of Q2 2026.
  • Cornerstone Planning Group sold 40 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.5K.
  • Meta Platforms (Facebook) made up 0.15% of Cornerstone Planning Group's portfolio in Q2 2026, its #64 holding.
  • Cornerstone Planning Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Meta Platforms (Facebook) position peaked at $1.21M in Q3 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.