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

Xena 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 		$207K Sell
368
-144
-28% -$88.1K 0.2% 38
2026
Q1 		$293K Buy
512
+131
+34% +$84K 0.33% 29
2025
Q4 		$251K Buy
+381
New +$254K 0.3% 31

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 $3.37T AUM 44.26% 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

Xena Financial Planning's META Position: Q2 2026 in Review

Xena Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, selling an estimated $88.1K and leaving 368 shares worth $207K. The position accounts for 0.2% of the portfolio, ranked #38.

Xena Financial Planning first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Xena Financial Planning held 368 shares of Meta Platforms (Facebook) worth $207K as of Q2 2026.
  • Xena Financial Planning sold 144 Meta Platforms (Facebook) shares in Q2 2026, an estimated $88.1K.
  • Meta Platforms (Facebook) made up 0.2% of Xena Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Xena Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's Meta Platforms (Facebook) position peaked at $293K in Q1 2026.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.