Valtinson Bruner Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Valtinson Bruner 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	$295K	Buy	524 +23	+5%	+$14.1K	0.07%	141
2026 Q1	$287K	Buy	501 +117	+30%	+$75K	0.08%	127
2025 Q4	$254K	Sell	384 -10	-3%	-$6.68K	0.07%	136
2025 Q3	$289K	Hold	394	–	–	0.09%	124
2025 Q2	$291K	Sell	394 -8	-2%	-$4.94K	0.09%	115
2025 Q1	$232K	Buy	+402	New	+$259K	0.08%	122

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Valtinson Bruner Financial Planning's META Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 524 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #141.

Valtinson Bruner Financial Planning first reported a position in META in Q1 2025 and has held it in 6 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Valtinson Bruner Financial Planning held 524 shares of Meta Platforms (Facebook) worth $295K as of Q2 2026.
Valtinson Bruner Financial Planning bought 23 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.1K.
Meta Platforms (Facebook) made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #141 holding.
Valtinson Bruner Financial Planning first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.