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

Holistic 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 		$1.6M Buy
2,837
+304
+12% +$186K 0.25% 92
2026
Q1 		$1.45M Buy
2,533
+460
+22% +$295K 0.29% 76
2025
Q4 		$1.37M Buy
2,073
+288
+16% +$192K 0.29% 75
2025
Q3 		$1.31M Buy
1,785
+446
+33% +$332K 0.34% 59
2025
Q2 		$988K Buy
1,339
+119
+10% +$73.5K 0.28% 69
2025
Q1 		$703K Buy
1,220
+38
+3% +$24.5K 0.24% 78
2024
Q4 		$692K Buy
1,182
+30
+3% +$17.6K 0.25% 77
2024
Q3 		$660K Sell
1,152
-6
-0.5% -$3.09K 0.28% 72
2024
Q2 		$562K Hold
1,158
– – 0.43% 59
2024
Q1 		$562K Sell
1,158
-50
-4% -$22.3K 0.43% 60
2023
Q4 		$428K Buy
+1,208
New +$393K 0.36% 67

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

Holistic Planning's META Position: Q2 2026 in Review

Holistic Planning increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $186K and bringing the position to 2,837 shares worth $1.6M. The position accounts for 0.25% of the portfolio, ranked #92.

Holistic Planning first reported a position in META in Q4 2023 and has held it in 11 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Holistic Planning held 2,837 shares of Meta Platforms (Facebook) worth $1.6M as of Q2 2026.
  • Holistic Planning bought 304 Meta Platforms (Facebook) shares in Q2 2026, an estimated $186K.
  • Meta Platforms (Facebook) made up 0.25% of Holistic Planning's portfolio in Q2 2026, its #92 holding.
  • Holistic Planning first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.