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

Elser 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 		$313K Sell
557
-505
-48% -$309K 0.01% 101
2026
Q1 		$603K Buy
+1,062
New +$681K 0.03% 67
2025
Q1 		– Sell
-544
Closed -$319K – 94
2024
Q4 		$319K Buy
+544
New +$319K 0.02% 76

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

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

Elser Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 48% in Q2 2026, selling an estimated $309K and leaving 557 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #101.

Elser Financial Planning first reported a position in META in Q4 2024 and has held it in 3 quarters since. The position peaked at $603K in Q1 2026. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elser Financial Planning held 557 shares of Meta Platforms (Facebook) worth $313K as of Q2 2026.
  • Elser Financial Planning sold 505 Meta Platforms (Facebook) shares in Q2 2026, an estimated $309K.
  • Meta Platforms (Facebook) made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #101 holding.
  • Elser Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 3 quarters since.
  • Elser Financial Planning's Meta Platforms (Facebook) position peaked at $603K in Q1 2026.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.