SFP
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SwitchPoint Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

SwitchPoint Financial 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 		$276K Buy
490
+9
+2% +$5.5K 0.16% 56
2026
Q1 		$275K Sell
481
-2
-0.4% -$1.28K 0.19% 53
2025
Q4 		$319K Buy
483
+31
+7% +$20.7K 0.22% 48
2025
Q3 		$332K Buy
452
+39
+9% +$29K 0.24% 45
2025
Q2 		$305K Buy
413
+32
+8% +$19.8K 0.25% 43
2025
Q1 		$220K Buy
381
+21
+6% +$13.5K 0.21% 45
2024
Q4 		$211K Buy
+360
New +$211K 0.2% 48

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

SwitchPoint Financial Planning's META Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $5.5K and bringing the position to 490 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #56.

SwitchPoint Financial Planning first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SwitchPoint Financial Planning held 490 shares of Meta Platforms (Facebook) worth $276K as of Q2 2026.
  • SwitchPoint Financial Planning bought 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 0.16% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #56 holding.
  • SwitchPoint Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • SwitchPoint Financial Planning's Meta Platforms (Facebook) position peaked at $332K in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.