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

Prism Planning Partners’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 		$430K Buy
763
+3
+0.4% +$1.83K 0.45% 22
2026
Q1 		$435K Sell
760
-527
-41% -$338K 0.51% 21
2025
Q4 		$850K Buy
+1,287
New +$859K 0.95% 17

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

Prism Planning Partners's META Position: Q2 2026 in Review

Prism Planning Partners increased its Meta Platforms (Facebook) (META) stake by 0.39% in Q2 2026, buying an estimated $1.83K and bringing the position to 763 shares worth $430K. The position accounts for 0.45% of the portfolio, ranked #22.

Prism Planning Partners first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Prism Planning Partners held 763 shares of Meta Platforms (Facebook) worth $430K as of Q2 2026.
  • Prism Planning Partners bought 3 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.83K.
  • Meta Platforms (Facebook) made up 0.45% of Prism Planning Partners's portfolio in Q2 2026, its #22 holding.
  • Prism Planning Partners first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Meta Platforms (Facebook) position peaked at $850K in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.