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Estate Planners Group’s Meta Platforms (Facebook) META Stock Holding History

Estate Planners 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
Q1 		$4.74M Buy
8,277
+334
+4% +$214K 2.28% 14
2025
Q4 		$5.24M Buy
+7,943
New +$5.3M 2.27% 15

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

Estate Planners Group's META Position: Q1 2026 in Review

Estate Planners Group increased its Meta Platforms (Facebook) (META) stake by 4.2% in Q1 2026, buying an estimated $214K and bringing the position to 8,277 shares worth $4.74M. The position accounts for 2.28% of the portfolio, ranked #14.

Estate Planners Group first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.24M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Estate Planners Group held 8,277 shares of Meta Platforms (Facebook) worth $4.74M as of Q1 2026.
  • Estate Planners Group bought 334 Meta Platforms (Facebook) shares in Q1 2026, an estimated $214K.
  • Meta Platforms (Facebook) made up 2.28% of Estate Planners Group's portfolio in Q1 2026, its #14 holding.
  • Estate Planners Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Meta Platforms (Facebook) position peaked at $5.24M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.