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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
Q2 		$1.25M Sell
2,212
-6,065
-73% -$3.71M 0.56% 22
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 $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

Estate Planners Group's META Position: Q2 2026 in Review

Estate Planners Group reduced its Meta Platforms (Facebook) (META) stake by 73% in Q2 2026, selling an estimated $3.71M and leaving 2,212 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #22.

Estate Planners Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.24M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Estate Planners Group held 2,212 shares of Meta Platforms (Facebook) worth $1.25M as of Q2 2026.
  • Estate Planners Group sold 6,065 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.71M.
  • Meta Platforms (Facebook) made up 0.56% of Estate Planners Group's portfolio in Q2 2026, its #22 holding.
  • Estate Planners Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Meta Platforms (Facebook) position peaked at $5.24M in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.