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

Investment Planning Advisors’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 		– Sell
-455
Closed -$260K – 118
2026
Q1 		$260K Buy
+455
New +$292K 0.07% 93
2025
Q4 		– Sell
-286
Closed -$210K – 98
2025
Q3 		$210K Buy
+286
New +$213K 0.07% 85

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Investment Planning Advisors's META Position: Q2 2026 in Review

Investment Planning Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 455 shares — an estimated $260K sold.

Investment Planning Advisors first reported a position in META in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q1 2026. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Investment Planning Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 455 Meta Platforms (Facebook) shares in Q2 2026, an estimated $260K.
  • Investment Planning Advisors first reported a position in Meta Platforms (Facebook) in Q3 2025 and held it in 2 quarters.
  • Investment Planning Advisors's Meta Platforms (Facebook) position peaked at $260K in Q1 2026.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.