SEC 13F Intelligence

Creative Planning / META

Creative Planning’s Meta Platforms Inc Position

Does Creative Planning own Meta Platforms Inc (META)? Yes947.7K shares worth $542M (+0.37% of its 13F portfolio) as of Q1 2026, up from 890.3K shares the prior filed quarter.

Position Value
$542M
Q1 2026
Shares
947.7K
% of Portfolio
+0.37%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $116MQ4 ’18Q1 ’19: $144MQ2 ’19: $163MQ3 ’19: $152MQ4 ’19: $170MQ4 ’19Q1 ’20: $140MQ2 ’20: $188MQ3 ’20: $218MQ4 ’20: $237MQ4 ’20Q1 ’21: $255MQ2 ’21: $279MQ3 ’21: $278MQ4 ’21: $280MQ4 ’21Q1 ’22: $204MQ2 ’22: $132MQ3 ’22: $92MQ4 ’22: $72MQ4 ’22Q1 ’23: $123MQ2 ’23: $161MQ3 ’23: $181MQ4 ’23: $229MQ4 ’23Q1 ’24: $325MQ2 ’24: $354MQ3 ’24: $410MQ4 ’24: $427MQ4 ’24Q1 ’25: $449MQ2 ’25: $655MQ3 ’25: $624MQ4 ’25: $588MQ4 ’25Q1 ’26: $542Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026947.7K$542M+0.37%
Q4 2025890.3K$588M+0.42%
Q3 2025849.5K$624M+0.48%
Q2 2025887.7K$655M+0.56%
Q1 2025779.8K$449M+0.42%
Q4 2024729.0K$427M+0.42%
Q3 2024716.8K$410M+0.41%
Q2 2024702.0K$354M+0.38%
Q1 2024669.0K$325M+0.36%
Q4 2023647.9K$229M+0.43%
Q3 2023604.5K$181M+0.24%
Q2 2023560.7K$161M+0.21%
Q1 2023579.3K$123M+0.18%
Q4 2022596.0K$72M+0.11%
Q3 2022680.8K$92M+0.16%
Q2 2022815.8K$132M+0.22%
Q1 2022915.7K$204M+0.32%
Q4 2021831.3K$280M+0.45%
Q3 2021818.7K$278M+0.49%
Q2 2021802.0K$279M+0.50%
Q1 2021865.4K$255M+0.51%
Q4 2020867.3K$237M+0.52%
Q3 2020831.6K$218M+0.57%
Q2 2020828.9K$188M+0.54%
Q1 2020838.1K$140M+0.50%
Q4 2019828.5K$170M+0.51%
Q3 2019851.0K$152M+0.49%
Q2 2019842.5K$163M+0.55%
Q1 2019861.5K$144M+0.52%
Q4 2018885.6K$116M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Creative Planning’s full portfolio or all institutional holders of META.