GRWP
META icon

Green Ridge Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Green Ridge Wealth 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 		$1.89M Buy
3,359
+264
+9% +$161K 0.8% 28
2026
Q1 		$1.77M Buy
3,095
+83
+3% +$53.2K 0.93% 27
2025
Q4 		$1.99M Buy
+3,012
New +$2.01M 1.02% 25

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

Green Ridge Wealth Planning's META Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its Meta Platforms (Facebook) (META) stake by 8.5% in Q2 2026, buying an estimated $161K and bringing the position to 3,359 shares worth $1.89M. The position accounts for 0.8% of the portfolio, ranked #28.

Green Ridge Wealth Planning first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q4 2025. 5,034 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Green Ridge Wealth Planning held 3,359 shares of Meta Platforms (Facebook) worth $1.89M as of Q2 2026.
  • Green Ridge Wealth Planning bought 264 Meta Platforms (Facebook) shares in Q2 2026, an estimated $161K.
  • Meta Platforms (Facebook) made up 0.8% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #28 holding.
  • Green Ridge Wealth Planning first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Meta Platforms (Facebook) position peaked at $1.99M in Q4 2025.
  • 5,034 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.