KRW
META icon

Kaufman Rossin Wealth’s Meta Platforms (Facebook) META Stock Holding History

Kaufman Rossin Wealth’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 		$317K Buy
502
+39
+8% +$23.8K 0.15% 75
2026
Q1 		$265K Buy
463
+109
+31% +$69.9K 0.15% 81
2025
Q4 		$233K Sell
354
-175
-33% -$117K 0.12% 138
2025
Q3 		$388K Buy
529
+189
+56% +$141K 0.21% 68
2025
Q2 		$251K Sell
340
-9
-3% -$5.56K 0.16% 107
2025
Q1 		$201K Buy
+349
New +$225K 0.14% 141

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kaufman Rossin Wealth's META Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Meta Platforms (Facebook) (META) stake by 8.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 502 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #75.

Kaufman Rossin Wealth first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $388K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kaufman Rossin Wealth held 502 shares of Meta Platforms (Facebook) worth $317K as of Q2 2026.
  • Kaufman Rossin Wealth bought 39 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.8K.
  • Meta Platforms (Facebook) made up 0.15% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #75 holding.
  • Kaufman Rossin Wealth first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's Meta Platforms (Facebook) position peaked at $388K in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.