Prepared Retirement Institute’s Meta Platforms (Facebook) META Stock Holding History

Prepared Retirement Institute’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	$461K	Buy	818 +35	+4%	+$21.4K	0.2%	56
2026 Q1	$448K	Sell	783 -49	-6%	-$31.4K	0.22%	53
2025 Q4	$549K	Sell	832 -49	-6%	-$32.7K	0.28%	45
2025 Q3	$647K	Sell	881 -43	-5%	-$32K	0.34%	38
2025 Q2	$682K	Sell	924 -1	-0.1%	-$618	0.4%	35
2025 Q1	$533K	Sell	925 -8	-0.9%	-$5.16K	0.34%	39
2024 Q4	$546K	Buy	933 +21	+2%	+$12.3K	0.31%	34
2024 Q3	$522K	Buy	912 +25	+3%	+$12.9K	0.32%	35
2024 Q2	$447K	Buy	887 +1	+0.1%	+$486	0.3%	38
2024 Q1	$430K	Sell	886 -1,335	-60%	-$596K	0.32%	37
2023 Q4	$786K	Buy	+2,221	New	+$723K	0.59%	24

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

Prepared Retirement Institute's META Position: Q2 2026 in Review

Prepared Retirement Institute increased its Meta Platforms (Facebook) (META) stake by 4.5% in Q2 2026, buying an estimated $21.4K and bringing the position to 818 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #56.

Prepared Retirement Institute first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $786K in Q4 2023. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Prepared Retirement Institute held 818 shares of Meta Platforms (Facebook) worth $461K as of Q2 2026.
Prepared Retirement Institute bought 35 Meta Platforms (Facebook) shares in Q2 2026, an estimated $21.4K.
Meta Platforms (Facebook) made up 0.2% of Prepared Retirement Institute's portfolio in Q2 2026, its #56 holding.
Prepared Retirement Institute first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Meta Platforms (Facebook) position peaked at $786K in Q4 2023.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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