Vertex Planning Partners’s Meta Platforms (Facebook) META Stock Holding History

Vertex Planning Partners’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	$428K	Buy	760 +229	+43%	+$140K	0.06%	101
2026 Q1	$304K	Sell	531 -52	-9%	-$33.3K	0.06%	112
2025 Q4	$385K	Sell	583 -514	-47%	-$343K	0.09%	90
2025 Q3	$806K	Buy	1,097 +98	+10%	+$72.9K	0.15%	84
2025 Q2	$737K	Sell	999 -33	-3%	-$20.4K	0.15%	79
2025 Q1	$595K	Buy	1,032 +20	+2%	+$12.9K	0.13%	87
2024 Q4	$593K	Buy	1,012 +103	+11%	+$60.5K	0.13%	92
2024 Q3	$520K	Buy	909 +48	+6%	+$24.7K	0.12%	86
2024 Q2	$434K	Buy	861 +71	+9%	+$34.5K	0.11%	96
2024 Q1	$384K	Sell	790 -217	-22%	-$96.8K	0.11%	109
2023 Q4	$356K	Buy	1,007 +324	+47%	+$106K	0.11%	108
2023 Q3	$205K	Buy	+683	New	+$206K	0.07%	133

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

Vertex Planning Partners's META Position: Q2 2026 in Review

Vertex Planning Partners increased its Meta Platforms (Facebook) (META) stake by 43% in Q2 2026, buying an estimated $140K and bringing the position to 760 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #101.

Vertex Planning Partners first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $806K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Vertex Planning Partners held 760 shares of Meta Platforms (Facebook) worth $428K as of Q2 2026.
Vertex Planning Partners bought 229 Meta Platforms (Facebook) shares in Q2 2026, an estimated $140K.
Meta Platforms (Facebook) made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #101 holding.
Vertex Planning Partners first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
Vertex Planning Partners's Meta Platforms (Facebook) position peaked at $806K in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.