Question 1

How many shares of META does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 947,746 shares of META (META PLATFORMS INC).

Question 2

What is Creative Planning's META position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's META position is worth $542.2M.

Question 3

Is Creative Planning buying or selling META?

Accepted Answer

In 2026-Q1, Creative Planning increased their META position (+6.5% change in shares).

Question 4

When did Creative Planning first buy META?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in META in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	947,746	+6.5%	$542.2M	0.4%	$655.08	40
2025-Q4	Increased	890,294	+4.8%	$587.7M	0.4%	$665.95	39
2025-Q3	Decreased	849,468	-4.3%	$623.8M	0.5%	$742.79	0
2025-Q2	Increased	887,651	+13.8%	$655.2M	0.6%	$732.54	51
2025-Q1	Increased	779,775	+7.0%	$449.4M	0.4%	$575.44	40
2024-Q4	Increased	728,996	+1.7%	$426.8M	0.4%	$589.38	38
2024-Q3	Increased	716,847	+2.1%	$410.4M	0.4%	$565.12	38
2024-Q2	Increased	701,993	+4.9%	$354M	0.4%	$501.75	39

METAShowing 8 of 30 quarters

META
Showing 8 of 30 quarters