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

Creative 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
2025 Q3	–	Sell	-15,000	Closed	-$2.06M	–	3973
2025 Q2	$2.06M	Buy	+15,000	New	+$9.27M	﹤0.01%	1290
2024 Q3	–	Sell	-100	Closed	-$31.1K	–	3267
2024 Q2	$31.1K	Buy	+100	New	+$48.6K	﹤0.01%	2959
2023 Q3	–	Sell	-4,300	Closed	-$400K	–	2984
2023 Q2	$400K	Buy	4,300 +3,100	+258%	+$765K	﹤0.01%	1704
2023 Q1	$118K	Sell	1,200 -500	-29%	-$85.2K	﹤0.01%	2225
2022 Q4	$57	Sell	1,700 -600	-26%	-$70.5K	﹤0.01%	2475
2022 Q3	$20K	Sell	2,300 -600	-21%	-$97.2K	﹤0.01%	2183
2022 Q2	$55K	Buy	+2,900	New	+$559K	﹤0.01%	2042
2021 Q3	–	Sell	-200	Closed	-$10K	–	2177
2021 Q2	$10K	Sell	200 -720,500	-100%	-$231M	﹤0.01%	2014
2021 Q1	$16.5M	Sell	720,700 -4,100	-0.6%	-$1.1M	0.03%	199
2020 Q4	$15.5M	Buy	724,800 +4,800	+0.7%	+$1.32M	0.03%	193
2020 Q3	$16.8M	Buy	720,000 +135,400	+23%	+$34.9M	0.04%	151
2020 Q2	$8.28M	Buy	584,600 +549,300	+1,556%	+$115M	0.02%	209
2020 Q1	$750K	Sell	35,300 -17,800	-34%	-$3.48M	﹤0.01%	757
2019 Q4	$1.31M	Buy	53,100 +3,000	+6%	+$581K	﹤0.01%	671
2019 Q3	$585K	Buy	50,100 +800	+2%	+$152K	﹤0.01%	977
2019 Q2	$1.21M	Buy	49,300 +8,300	+20%	+$1.52M	﹤0.01%	689
2019 Q1	$457K	Sell	41,000 -14,000	-25%	-$2.23M	﹤0.01%	1087
2018 Q4	$98K	Sell	55,000 -51,300	-48%	-$7.43M	﹤0.01%	1633
2018 Q3	$1.05M	Buy	106,300 +32,400	+44%	+$5.87M	﹤0.01%	744
2018 Q2	$1.85M	Buy	73,900 +2,700	+4%	+$488K	0.01%	491
2018 Q1	$993K	Sell	71,200 -11,100	-13%	-$1.99M	﹤0.01%	742
2017 Q4	$1.32M	Sell	82,300 -23,000	-22%	-$4.07M	0.01%	588
2017 Q3	$1.96M	Buy	105,300 +1,400	+1%	+$234K	0.01%	470
2017 Q2	$1.81M	Sell	103,900 -20,000	-16%	-$2.97M	0.01%	471
2017 Q1	$1.56M	Sell	123,900 -16,800	-12%	-$2.25M	0.01%	509
2016 Q4	$488K	Buy	140,700 +56,600	+67%	+$6.95M	﹤0.01%	934
2016 Q3	$969K	Sell	84,100 -8,300	-9%	-$1.03M	0.01%	606
2016 Q2	$613K	Buy	92,400 +34,100	+58%	+$3.93M	﹤0.01%	692
2016 Q1	$749K	Sell	58,300 -33,000	-36%	-$3.48M	0.01%	588
2015 Q4	$1.03M	Buy	91,300 +26,200	+40%	+$2.69M	0.01%	498
2015 Q3	$503K	Buy	65,100 +52,600	+421%	+$4.83M	﹤0.01%	742
2015 Q2	$129K	Sell	12,500 -28,000	-69%	-$2.29M	﹤0.01%	955
2015 Q1	$322K	Buy	40,500 +32,700	+419%	+$2.56M	﹤0.01%	959
2014 Q4	$127K	Sell	7,800 -500	-6%	-$38.2K	﹤0.01%	1414
2014 Q3	$163K	Buy	8,300 +2,100	+34%	+$154K	﹤0.01%	1177
2014 Q2	$100K	Sell	6,200 -1,600	-21%	-$98.4K	﹤0.01%	1426
2014 Q1	$65K	Buy	+7,800	New	+$494K	﹤0.01%	1644

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's META Position: Q1 2026 in Review

Creative Planning increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q1 2026, buying an estimated $36.8M and bringing the position to 947,746 shares worth $542M. The position accounts for 0.37% of the portfolio, ranked #41.

Creative Planning first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $655M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Creative Planning held 947,746 shares of Meta Platforms (Facebook) worth $542M as of Q1 2026.
Creative Planning bought 57,452 Meta Platforms (Facebook) shares in Q1 2026, an estimated $36.8M.
Meta Platforms (Facebook) made up 0.37% of Creative Planning's portfolio in Q1 2026, its #41 holding.
Creative Planning first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Meta Platforms (Facebook) position peaked at $655M in Q2 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.