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PlanVest Financial’s Meta Platforms (Facebook) META Stock Holding History

PlanVest Financial’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 		$204K Buy
363
+1
+0.3% +$611 0.14% 97
2026
Q1 		$207K Buy
+362
New +$232K 0.16% 88

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 $1.9T AUM 41.92% 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

PlanVest Financial's META Position: Q2 2026 in Review

PlanVest Financial increased its Meta Platforms (Facebook) (META) stake by 0.28% in Q2 2026, buying an estimated $611 and bringing the position to 363 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #97.

PlanVest Financial first reported a position in META in Q1 2026 and has held it in 2 quarters since. The position peaked at $207K in Q1 2026. 4,828 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • PlanVest Financial held 363 shares of Meta Platforms (Facebook) worth $204K as of Q2 2026.
  • PlanVest Financial bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.14% of PlanVest Financial's portfolio in Q2 2026, its #97 holding.
  • PlanVest Financial first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Meta Platforms (Facebook) position peaked at $207K in Q1 2026.
  • 4,828 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.