Treasure Coast Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Treasure Coast 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	$208K	Sell	370 -19	-5%	-$11.6K	0.1%	45
2026 Q1	$223K	Sell	389 -21	-5%	-$13.5K	0.11%	42
2025 Q4	$271K	Hold	410	–	–	0.14%	37
2025 Q3	$301K	Hold	410	–	–	0.17%	35
2025 Q2	$303K	Hold	410	–	–	0.18%	33
2025 Q1	$236K	Hold	410	–	–	0.15%	35
2024 Q4	$240K	Hold	410	–	–	0.16%	33
2024 Q3	$235K	Sell	410 -9	-2%	-$4.63K	0.14%	31
2024 Q2	$211K	Hold	419	–	–	0.14%	32
2024 Q1	$203K	Buy	+419	New	+$187K	0.13%	33

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Treasure Coast Financial Planning's META Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $11.6K and leaving 370 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #45.

Treasure Coast Financial Planning first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Treasure Coast Financial Planning held 370 shares of Meta Platforms (Facebook) worth $208K as of Q2 2026.
Treasure Coast Financial Planning sold 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
Meta Platforms (Facebook) made up 0.1% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #45 holding.
Treasure Coast Financial Planning first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Treasure Coast Financial Planning's Meta Platforms (Facebook) position peaked at $303K in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.