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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Essential Planning's META Position: Q1 2026 in Review

Essential Planning held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 418 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #81.

Essential Planning first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Essential Planning held 418 shares of Meta Platforms (Facebook) worth $239K as of Q1 2026.
  • Essential Planning left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.08% of Essential Planning's portfolio in Q1 2026, its #81 holding.
  • Essential Planning first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • Essential Planning's Meta Platforms (Facebook) position peaked at $11.6M in Q4 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.