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

Strategic Planning Group’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	$22.9M	Buy	40,698 +2,443	+6%	+$1.49M	2.5%	15
2026 Q1	$21.9M	Buy	38,255 +7,859	+26%	+$5.04M	3.06%	12
2025 Q4	$20.1M	Buy	30,396 +2,847	+10%	+$1.9M	2.58%	11
2025 Q3	$20.2M	Buy	27,549 +10,445	+61%	+$7.77M	2.73%	11
2025 Q2	$12.6M	Buy	17,104 +2,347	+16%	+$1.45M	2.05%	17
2025 Q1	$8.51M	Sell	14,757 -1,708	-10%	-$1.1M	1.66%	17
2024 Q4	$9.64M	Buy	16,465 +303	+2%	+$178K	1.77%	18
2024 Q3	$9.25M	Buy	16,162 +681	+4%	+$350K	1.82%	18
2024 Q2	$7.81M	Buy	15,481 +1,240	+9%	+$603K	1.71%	19
2024 Q1	$6.92M	Buy	14,241 +1,803	+14%	+$804K	1.73%	17
2023 Q4	$4.4M	Buy	+12,438	New	+$4.05M	1.46%	17

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Strategic Planning Group's META Position: Q2 2026 in Review

Strategic Planning Group increased its Meta Platforms (Facebook) (META) stake by 6.4% in Q2 2026, buying an estimated $1.49M and bringing the position to 40,698 shares worth $22.9M. The position accounts for 2.5% of the portfolio, ranked #15.

Strategic Planning Group first reported a position in META in Q4 2023 and has held it in 11 quarters since. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

Strategic Planning Group held 40,698 shares of Meta Platforms (Facebook) worth $22.9M as of Q2 2026.
Strategic Planning Group bought 2,443 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.49M.
Meta Platforms (Facebook) made up 2.5% of Strategic Planning Group's portfolio in Q2 2026, its #15 holding.
Strategic Planning Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.