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

Peak Retirement 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 		$4.84M Buy
8,587
+7,298
+566% +$4.46M 0.77% 34
2026
Q1 		$738K Sell
1,289
-122
-9% -$78.2K 0.15% 92
2025
Q4 		$932K Buy
1,411
+432
+44% +$288K 0.22% 83
2025
Q3 		$719K Buy
979
+432
+79% +$322K 0.2% 85
2025
Q2 		$404K Buy
547
+72
+15% +$44.5K 0.16% 88
2025
Q1 		$274K Buy
+475
New +$306K 0.15% 99

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 Retirement Planning's META Position: Q2 2026 in Review

Peak Retirement Planning increased its Meta Platforms (Facebook) (META) stake by 566% in Q2 2026, buying an estimated $4.46M and bringing the position to 8,587 shares worth $4.84M. The position accounts for 0.77% of the portfolio, ranked #34.

Peak Retirement Planning first reported a position in META in Q1 2025 and has held it in 6 quarters since. 5,033 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Peak Retirement Planning held 8,587 shares of Meta Platforms (Facebook) worth $4.84M as of Q2 2026.
  • Peak Retirement Planning bought 7,298 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.46M.
  • Meta Platforms (Facebook) made up 0.77% of Peak Retirement Planning's portfolio in Q2 2026, its #34 holding.
  • Peak Retirement Planning first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • 5,033 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.