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

Financial Planning Navigators’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 		$524K Sell
931
-124
-12% -$75.8K 0.2% 39
2026
Q1 		$604K Buy
1,055
+270
+34% +$173K 0.26% 32
2025
Q4 		$518K Buy
+785
New +$524K 0.24% 35

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

Financial Planning Navigators's META Position: Q2 2026 in Review

Financial Planning Navigators reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $75.8K and leaving 931 shares worth $524K. The position accounts for 0.2% of the portfolio, ranked #39.

Financial Planning Navigators first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 5,030 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Financial Planning Navigators held 931 shares of Meta Platforms (Facebook) worth $524K as of Q2 2026.
  • Financial Planning Navigators sold 124 Meta Platforms (Facebook) shares in Q2 2026, an estimated $75.8K.
  • Meta Platforms (Facebook) made up 0.2% of Financial Planning Navigators's portfolio in Q2 2026, its #39 holding.
  • Financial Planning Navigators first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Navigators's Meta Platforms (Facebook) position peaked at $604K in Q1 2026.
  • 5,030 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.