FP
META icon

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

Fiduciary 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 		$1.86M Sell
3,306
-14
-0.4% -$8.56K 0.49% 27
2026
Q1 		$1.9M Sell
3,320
-18
-0.5% -$11.5K 0.57% 28
2025
Q4 		$2.2M Sell
3,338
-36
-1% -$24K 0.67% 26
2025
Q3 		$2.48M Sell
3,374
-98
-3% -$72.9K 0.76% 25
2025
Q2 		$2.56M Sell
3,472
-190
-5% -$117K 0.85% 24
2025
Q1 		$2.11M Buy
3,662
+400
+12% +$258K 0.7% 25
2024
Q4 		$1.91M Buy
3,262
+1,953
+149% +$1.15M 0.62% 30
2024
Q3 		$750K Buy
1,309
+134
+11% +$68.9K 0.25% 39
2024
Q2 		$592K Sell
1,175
-274
-19% -$133K 0.21% 41
2024
Q1 		$704K Buy
1,449
+535
+59% +$239K 0.27% 36
2023
Q4 		$324K Buy
+914
New +$298K 0.14% 44
2021
Q4 		– Sell
-836
Closed -$284K – 55
2021
Q3 		$284K Buy
+836
New +$301K 0.15% 58
2021
Q2 		– Sell
-50
Closed -$15K – 181
2021
Q1 		$15K Sell
50
-1
-2% -$269 0.02% 131
2020
Q4 		$14K Hold
51
– – 0.02% 131
2020
Q3 		$13K Buy
+51
New +$13.2K 0.02% 98

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

Fiduciary Planning's META Position: Q2 2026 in Review

Fiduciary Planning reduced its Meta Platforms (Facebook) (META) stake by 0.42% in Q2 2026, selling an estimated $8.56K and leaving 3,306 shares worth $1.86M. The position accounts for 0.49% of the portfolio, ranked #27.

Fiduciary Planning first reported a position in META in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2025. 5,073 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fiduciary Planning held 3,306 shares of Meta Platforms (Facebook) worth $1.86M as of Q2 2026.
  • Fiduciary Planning sold 14 Meta Platforms (Facebook) shares in Q2 2026, an estimated $8.56K.
  • Meta Platforms (Facebook) made up 0.49% of Fiduciary Planning's portfolio in Q2 2026, its #27 holding.
  • Fiduciary Planning first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 15 quarters since.
  • Fiduciary Planning's Meta Platforms (Facebook) position peaked at $2.56M in Q2 2025.
  • 5,073 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.