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

Planning Center Inc’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	–	Sell	-351	Closed	-$201K	–	87
2026 Q1	$201K	Buy	351 +5	+1%	+$3.2K	0.02%	76
2025 Q4	$228K	Hold	346	–	–	0.02%	72
2025 Q3	$254K	Sell	346 -85	-20%	-$63.3K	0.03%	67
2025 Q2	$318K	Buy	431 +3	+0.7%	+$1.85K	0.04%	56
2025 Q1	$247K	Buy	428 +1	+0.2%	+$645	0.03%	61
2024 Q4	$250K	Hold	427	–	–	0.03%	57
2024 Q3	$244K	Buy	427 +2	+0.5%	+$1.03K	0.03%	61
2024 Q2	$214K	Sell	425 -31	-7%	-$15.1K	0.03%	63
2024 Q1	$222K	Buy	+456	New	+$203K	0.05%	54

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Center Inc's META Position: Q2 2026 in Review

Planning Center Inc sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 351 shares — an estimated $201K sold.

Planning Center Inc first reported a position in META in Q1 2024 and held it in 9 quarters. The position peaked at $318K in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Planning Center Inc reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
Planning Center Inc sold 351 Meta Platforms (Facebook) shares in Q2 2026, an estimated $201K.
Planning Center Inc first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 9 quarters.
Planning Center Inc's Meta Platforms (Facebook) position peaked at $318K in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.