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Planned Solutions’s Meta Platforms (Facebook) META Stock Holding History

Planned Solutions’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 		$1.2M Buy
2,123
+89
+4% +$54.4K 0.34% 40
2026
Q1 		$1.16M Buy
2,034
+20
+1% +$12.8K 0.38% 35
2025
Q4 		$1.33M Buy
2,014
+31
+2% +$20.7K 0.43% 32
2025
Q3 		$1.46M Hold
1,983
– – 0.5% 28
2025
Q2 		$1.46M Buy
1,983
+12
+0.6% +$7.42K 0.56% 26
2025
Q1 		$1.14M Buy
1,971
+65
+3% +$41.9K 0.46% 30
2024
Q4 		$1.12M Hold
1,906
– – 0.45% 29
2024
Q3 		$1.09M Hold
1,906
– – 0.44% 23
2024
Q2 		$961K Sell
1,906
-10
-0.5% -$4.86K 0.47% 25
2024
Q1 		$930K Buy
1,916
+10
+0.5% +$4.46K 0.46% 25
2023
Q4 		$675K Buy
1,906
+30
+2% +$9.77K 0.32% 34
2023
Q3 		$563K Sell
1,876
-41
-2% -$12.4K 0.34% 37
2023
Q2 		$550K Sell
1,917
-28
-1% -$6.91K 0.33% 37
2023
Q1 		$412K Buy
1,945
+36
+2% +$6.13K 0.26% 45
2022
Q4 		$230K Sell
1,909
-65
-3% -$7.63K 0.17% 64
2022
Q3 		$268K Buy
1,974
+395
+25% +$64K 0.22% 48
2022
Q2 		$255K Sell
1,579
-103
-6% -$19.9K 0.24% 48
2022
Q1 		$374K Buy
1,682
+15
+0.9% +$3.75K 0.26% 42
2021
Q4 		$561K Buy
+1,667
New +$553K 0.38% 39
2021
Q2 		$580K Sell
1,667
-144
-8% -$46.2K 0.4% 31
2021
Q1 		$533K Buy
1,811
+600
+50% +$162K 0.42% 28
2020
Q4 		$331K Buy
1,211
+300
+33% +$82.2K 0.27% 40
2020
Q3 		$239K Buy
+911
New +$235K 0.23% 42

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

Planned Solutions's META Position: Q2 2026 in Review

Planned Solutions increased its Meta Platforms (Facebook) (META) stake by 4.4% in Q2 2026, buying an estimated $54.4K and bringing the position to 2,123 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #40.

Planned Solutions first reported a position in META in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Planned Solutions held 2,123 shares of Meta Platforms (Facebook) worth $1.2M as of Q2 2026.
  • Planned Solutions bought 89 Meta Platforms (Facebook) shares in Q2 2026, an estimated $54.4K.
  • Meta Platforms (Facebook) made up 0.34% of Planned Solutions's portfolio in Q2 2026, its #40 holding.
  • Planned Solutions first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Meta Platforms (Facebook) position peaked at $1.46M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.