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

Essential 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 		$249K Buy
442
+24
+6% +$14.7K 0.07% 79
2026
Q1 		$239K Hold
418
– – 0.08% 81
2025
Q4 		$276K Hold
418
– – 0.09% 82
2025
Q3 		$307K Hold
418
– – 0.11% 68
2025
Q2 		$309K Sell
418
-21
-5% -$13K 0.11% 68
2025
Q1 		$253K Sell
439
-19,339
-98% -$12.5M 0.1% 71
2024
Q4 		$11.6M Buy
19,778
+19,339
+4,405% +$11.4M 0.08% 76
2024
Q3 		$251K Buy
+439
New +$226K 0.1% 71

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

Essential Planning's META Position: Q2 2026 in Review

Essential Planning increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $14.7K and bringing the position to 442 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #79.

Essential Planning first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Essential Planning held 442 shares of Meta Platforms (Facebook) worth $249K as of Q2 2026.
  • Essential Planning bought 24 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.7K.
  • Meta Platforms (Facebook) made up 0.07% of Essential Planning's portfolio in Q2 2026, its #79 holding.
  • Essential Planning first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • Essential Planning's Meta Platforms (Facebook) position peaked at $11.6M in Q4 2024.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.