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Retirement Planning Company of New England’s Meta Platforms (Facebook) META Stock Holding History

Retirement Planning Company of New England’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 		$4.37M Buy
7,757
+324
+4% +$198K 1.57% 11
2026
Q1 		$4.25M Buy
7,433
+557
+8% +$357K 1.73% 10
2025
Q4 		$4.54M Buy
6,876
+91
+1% +$60.8K 1.82% 12
2025
Q3 		$4.98M Buy
6,785
+19
+0.3% +$14.1K 2% 6
2025
Q2 		$4.99M Sell
6,766
-127
-2% -$78.5K 2.22% 4
2025
Q1 		$3.97M Sell
6,893
-82
-1% -$52.9K 1.98% 6
2024
Q4 		$4.08M Buy
6,975
+47
+0.7% +$27.6K 1.98% 7
2024
Q3 		$3.97M Buy
6,928
+70
+1% +$36K 1.97% 4
2024
Q2 		$3.46M Sell
6,858
-26
-0.4% -$12.6K 1.88% 6
2024
Q1 		$3.34M Sell
6,884
-6,164
-47% -$2.75M 1.83% 8
2023
Q4 		$4.62M Buy
13,048
+323
+3% +$105K 2.08% 7
2023
Q3 		$3.82M Buy
12,725
+3,895
+44% +$1.17M 2.13% 6
2023
Q2 		$2.53M Sell
8,830
-182
-2% -$44.9K 1.46% 9
2023
Q1 		$1.91M Sell
9,012
-386
-4% -$65.7K 1.16% 16
2022
Q4 		$1.13M Buy
9,398
+481
+5% +$56.5K 0.74% 39
2022
Q3 		$1.21M Buy
8,917
+500
+6% +$81K 0.87% 26
2022
Q2 		$1.36M Sell
8,417
-69
-0.8% -$13.3K 0.93% 22
2022
Q1 		$1.89M Buy
8,486
+2,716
+47% +$679K 1.07% 15
2021
Q4 		$1.94M Buy
+5,770
New +$1.92M 0.94% 17

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Retirement Planning Company of New England's META Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Meta Platforms (Facebook) (META) stake by 4.4% in Q2 2026, buying an estimated $198K and bringing the position to 7,757 shares worth $4.37M. The position accounts for 1.57% of the portfolio, ranked #11.

Retirement Planning Company of New England first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.99M in Q2 2025. 3,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Retirement Planning Company of New England held 7,757 shares of Meta Platforms (Facebook) worth $4.37M as of Q2 2026.
  • Retirement Planning Company of New England bought 324 Meta Platforms (Facebook) shares in Q2 2026, an estimated $198K.
  • Meta Platforms (Facebook) made up 1.57% of Retirement Planning Company of New England's portfolio in Q2 2026, its #11 holding.
  • Retirement Planning Company of New England first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Meta Platforms (Facebook) position peaked at $4.99M in Q2 2025.
  • 3,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.