UFPG
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United Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History

United Financial 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 		$331K Buy
588
+37
+7% +$22.6K 0.17% 42
2026
Q1 		$315K Buy
551
+160
+41% +$103K 0.19% 39
2025
Q4 		$258K Buy
391
+136
+53% +$90.8K 0.16% 49
2025
Q3 		$187K Buy
+255
New +$190K 0.12% 47

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 $3.38T AUM 44.17% 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

United Financial Planning Group's META Position: Q2 2026 in Review

United Financial Planning Group increased its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2026, buying an estimated $22.6K and bringing the position to 588 shares worth $331K. The position accounts for 0.17% of the portfolio, ranked #42.

United Financial Planning Group first reported a position in META in Q3 2025 and has held it in 4 quarters since. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • United Financial Planning Group held 588 shares of Meta Platforms (Facebook) worth $331K as of Q2 2026.
  • United Financial Planning Group bought 37 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22.6K.
  • Meta Platforms (Facebook) made up 0.17% of United Financial Planning Group's portfolio in Q2 2026, its #42 holding.
  • United Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.