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

Sequent Planning’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 		$1.41M Sell
2,506
-181
-7% -$111K 0.3% 73
2026
Q1 		$1.54M Buy
2,687
+72
+3% +$46.1K 0.37% 60
2025
Q4 		$1.73M Buy
2,615
+1,957
+297% +$1.31M 0.44% 59
2025
Q3 		$483K Buy
658
+60
+10% +$44.7K 0.14% 120
2025
Q2 		$441K Buy
598
+20
+3% +$12.4K 0.14% 100
2025
Q1 		$333K Buy
578
+17
+3% +$11K 0.12% 109
2024
Q4 		$329K Buy
561
+21
+4% +$12.3K 0.12% 107
2024
Q3 		$309K Buy
540
+86
+19% +$44.3K 0.11% 116
2024
Q2 		$229K Buy
+454
New +$221K 0.08% 127

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

Sequent Planning's META Position: Q2 2026 in Review

Sequent Planning reduced its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2026, selling an estimated $111K and leaving 2,506 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #73.

Sequent Planning first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sequent Planning held 2,506 shares of Meta Platforms (Facebook) worth $1.41M as of Q2 2026.
  • Sequent Planning sold 181 Meta Platforms (Facebook) shares in Q2 2026, an estimated $111K.
  • Meta Platforms (Facebook) made up 0.3% of Sequent Planning's portfolio in Q2 2026, its #73 holding.
  • Sequent Planning first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • Sequent Planning's Meta Platforms (Facebook) position peaked at $1.73M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.