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

Planning Alternatives’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	$861K	Sell	1,529 -627	-29%	-$383K	0.09%	52
2026 Q1	$1.23M	Buy	2,156 +1,408	+188%	+$902K	0.16%	37
2025 Q4	$494K	Sell	748 -809	-52%	-$540K	0.06%	59
2025 Q3	$1.14M	Buy	1,557 +352	+29%	+$262K	0.15%	33
2025 Q2	$889K	Sell	1,205 -14	-1%	-$8.65K	0.12%	36
2025 Q1	$703K	Buy	1,219 +807	+196%	+$521K	0.11%	38
2024 Q4	$241K	Buy	412 +35	+9%	+$20.5K	0.04%	56
2024 Q3	$216K	Buy	+377	New	+$194K	0.03%	56

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Planning Alternatives's META Position: Q2 2026 in Review

Planning Alternatives reduced its Meta Platforms (Facebook) (META) stake by 29% in Q2 2026, selling an estimated $383K and leaving 1,529 shares worth $861K. The position accounts for 0.09% of the portfolio, ranked #52.

Planning Alternatives first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

Planning Alternatives held 1,529 shares of Meta Platforms (Facebook) worth $861K as of Q2 2026.
Planning Alternatives sold 627 Meta Platforms (Facebook) shares in Q2 2026, an estimated $383K.
Meta Platforms (Facebook) made up 0.09% of Planning Alternatives's portfolio in Q2 2026, its #52 holding.
Planning Alternatives first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Planning Alternatives's Meta Platforms (Facebook) position peaked at $1.23M in Q1 2026.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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