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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vertex Planning Partners's META Position: Q1 2026 in Review

Vertex Planning Partners reduced its Meta Platforms (Facebook) (META) stake by 8.9% in Q1 2026, selling an estimated $33.3K and leaving 531 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #112.

Vertex Planning Partners first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $806K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Vertex Planning Partners held 531 shares of Meta Platforms (Facebook) worth $304K as of Q1 2026.
  • Vertex Planning Partners sold 52 Meta Platforms (Facebook) shares in Q1 2026, an estimated $33.3K.
  • Meta Platforms (Facebook) made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #112 holding.
  • Vertex Planning Partners first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
  • Vertex Planning Partners's Meta Platforms (Facebook) position peaked at $806K in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.