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

Momentum 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 		$470K Sell
835
-804
-49% -$492K 0.34% 27
2026
Q1 		$938K Buy
1,639
+703
+75% +$451K 0.83% 21
2025
Q4 		$618K Sell
936
-4,827
-84% -$3.22M 0.48% 29
2025
Q3 		$4.23M Sell
5,763
-443
-7% -$330K 3.29% 8
2025
Q2 		$4.58M Buy
+6,206
New +$3.83M 3.9% 6

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

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

Momentum Wealth Planning reduced its Meta Platforms (Facebook) (META) stake by 49% in Q2 2026, selling an estimated $492K and leaving 835 shares worth $470K. The position accounts for 0.34% of the portfolio, ranked #27.

Momentum Wealth Planning first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.58M in Q2 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Momentum Wealth Planning held 835 shares of Meta Platforms (Facebook) worth $470K as of Q2 2026.
  • Momentum Wealth Planning sold 804 Meta Platforms (Facebook) shares in Q2 2026, an estimated $492K.
  • Meta Platforms (Facebook) made up 0.34% of Momentum Wealth Planning's portfolio in Q2 2026, its #27 holding.
  • Momentum Wealth Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Meta Platforms (Facebook) position peaked at $4.58M in Q2 2025.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.