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

Meredith 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 		$1.03M Sell
1,823
-175
-9% -$107K 0.24% 35
2026
Q1 		$1.14M Buy
1,998
+159
+9% +$102K 0.31% 31
2025
Q4 		$1.21M Buy
1,839
+15
+0.8% +$10K 0.36% 29
2025
Q3 		$1.34M Sell
1,824
-51
-3% -$38K 0.42% 28
2025
Q2 		$1.38M Buy
1,875
+8
+0.4% +$4.94K 0.5% 24
2025
Q1 		$1.08M Sell
1,867
-6
-0.3% -$3.87K 0.47% 28
2024
Q4 		$1.1M Buy
1,873
+15
+0.8% +$8.8K 0.49% 28
2024
Q3 		$1.06M Sell
1,858
-6
-0.3% -$3.09K 0.51% 26
2024
Q2 		$940K Buy
1,864
+479
+35% +$233K 0.49% 25
2024
Q1 		$663K Sell
1,385
-11
-0.8% -$4.91K 0.37% 26
2023
Q4 		$487K Hold
1,396
– – 0.3% 28
2023
Q3 		$419K Buy
1,396
+75
+6% +$22.6K 0.31% 29
2023
Q2 		$373K Sell
1,321
-174
-12% -$42.9K 0.3% 28
2023
Q1 		$317K Sell
1,495
-353
-19% -$60.1K 0.26% 36
2022
Q4 		$222K Buy
+1,848
New +$217K 0.19% 54

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

Meredith Wealth Planning's META Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Meta Platforms (Facebook) (META) stake by 8.8% in Q2 2026, selling an estimated $107K and leaving 1,823 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #35.

Meredith Wealth Planning first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Meredith Wealth Planning held 1,823 shares of Meta Platforms (Facebook) worth $1.03M as of Q2 2026.
  • Meredith Wealth Planning sold 175 Meta Platforms (Facebook) shares in Q2 2026, an estimated $107K.
  • Meta Platforms (Facebook) made up 0.24% of Meredith Wealth Planning's portfolio in Q2 2026, its #35 holding.
  • Meredith Wealth Planning first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Meta Platforms (Facebook) position peaked at $1.38M in Q2 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.