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

Peak Planning Group’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 		$547K Sell
971
-111
-10% -$67.9K 0.12% 73
2026
Q1 		$619K Sell
1,082
-76
-7% -$48.7K 0.17% 65
2025
Q4 		$764K Buy
1,158
+533
+85% +$356K 0.21% 60
2025
Q3 		$459K Buy
625
+20
+3% +$14.9K 0.24% 57
2025
Q2 		$447K Buy
605
+29
+5% +$17.9K 0.29% 53
2025
Q1 		$332K Buy
576
+212
+58% +$137K 0.14% 86
2024
Q4 		$213K Buy
+364
New +$214K 0.09% 111
2022
Q3 		– Sell
-1,350
Closed -$218K – 86
2022
Q2 		$218K Buy
+1,350
New +$260K 0.18% 72
2021
Q4 		$622K Sell
1,849
-102
-5% -$33.9K 0.46% 45
2021
Q3 		$662K Buy
+1,951
New +$703K 0.57% 39
2021
Q1 		$581K Buy
1,974
+287
+17% +$77.3K 0.57% 38
2020
Q4 		$461K Buy
1,687
+56
+3% +$15.4K 0.52% 37
2020
Q3 		$427K Buy
+1,631
New +$421K 0.6% 32

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

Peak Planning Group's META Position: Q2 2026 in Review

Peak Planning Group reduced its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, selling an estimated $67.9K and leaving 971 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #73.

Peak Planning Group first reported a position in META in Q3 2020 and has held it in 13 quarters since. The position peaked at $764K in Q4 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Peak Planning Group held 971 shares of Meta Platforms (Facebook) worth $547K as of Q2 2026.
  • Peak Planning Group sold 111 Meta Platforms (Facebook) shares in Q2 2026, an estimated $67.9K.
  • Meta Platforms (Facebook) made up 0.12% of Peak Planning Group's portfolio in Q2 2026, its #73 holding.
  • Peak Planning Group first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 13 quarters since.
  • Peak Planning Group's Meta Platforms (Facebook) position peaked at $764K in Q4 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.