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Journey Retirement Planning & Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Journey Retirement Planning & Investment Management’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 		$2.99M Sell
5,300
-376
-7% -$230K 2.33% 8
2026
Q1 		$3.25M Sell
5,676
-15,212
-73% -$9.75M 2.86% 7
2025
Q4 		$13.8M Buy
+20,888
New +$13.9M 2.83% 6

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Journey Retirement Planning & Investment Management's META Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Meta Platforms (Facebook) (META) stake by 6.6% in Q2 2026, selling an estimated $230K and leaving 5,300 shares worth $2.99M. The position accounts for 2.33% of the portfolio, ranked #8.

Journey Retirement Planning & Investment Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.8M in Q4 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,300 shares of Meta Platforms (Facebook) worth $2.99M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 376 Meta Platforms (Facebook) shares in Q2 2026, an estimated $230K.
  • Meta Platforms (Facebook) made up 2.33% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #8 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Meta Platforms (Facebook) position peaked at $13.8M in Q4 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.