Financial Life Planners’s Meta Platforms (Facebook) META Stock Holding History

Financial Life Planners’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	$634K	Sell	1,126 -61	-5%	-$37.3K	0.41%	29
2026 Q1	$679K	Sell	1,187 -29	-2%	-$18.6K	0.52%	17
2025 Q4	$803K	Buy	1,216 +7	+0.6%	+$4.67K	0.58%	19
2025 Q3	$888K	Buy	1,209 +50	+4%	+$37.2K	0.6%	20
2025 Q2	$855K	Buy	1,159 +2	+0.2%	+$1.24K	0.7%	21
2025 Q1	$667K	Buy	1,157 +255	+28%	+$165K	0.65%	19
2024 Q4	$529K	Buy	+902	New	+$529K	0.44%	26

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Life Planners's META Position: Q2 2026 in Review

Financial Life Planners reduced its Meta Platforms (Facebook) (META) stake by 5.1% in Q2 2026, selling an estimated $37.3K and leaving 1,126 shares worth $634K. The position accounts for 0.41% of the portfolio, ranked #29.

Financial Life Planners first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $888K in Q3 2025. 2,657 funds tracked by Wall St. Rank hold META as of Q2 2026.

Financial Life Planners held 1,126 shares of Meta Platforms (Facebook) worth $634K as of Q2 2026.
Financial Life Planners sold 61 Meta Platforms (Facebook) shares in Q2 2026, an estimated $37.3K.
Meta Platforms (Facebook) made up 0.41% of Financial Life Planners's portfolio in Q2 2026, its #29 holding.
Financial Life Planners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Meta Platforms (Facebook) position peaked at $888K in Q3 2025.
2,657 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.