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Retirement Planning Group (New York)’s Meta Platforms (Facebook) META Stock Holding History

Retirement Planning Group (New York)’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 		$290K Hold
514
– – 0.16% 84
2026
Q1 		$294K Buy
514
+79
+18% +$50.6K 0.19% 70
2025
Q4 		$287K Hold
435
– – 0.2% 71
2025
Q3 		$320K Buy
+435
New +$324K 0.24% 63

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

Retirement Planning Group (New York)'s META Position: Q2 2026 in Review

Retirement Planning Group (New York) held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 514 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #84.

Retirement Planning Group (New York) first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q3 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Retirement Planning Group (New York) held 514 shares of Meta Platforms (Facebook) worth $290K as of Q2 2026.
  • Retirement Planning Group (New York) left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #84 holding.
  • Retirement Planning Group (New York) first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s Meta Platforms (Facebook) position peaked at $320K in Q3 2025.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.