Roberts Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-2,795	Closed	-$2.05M	–	38
2025 Q3	$2.05M	Sell	2,795 -5,745	-67%	-$4.28M	2.28%	8
2025 Q2	$6.3M	Hold	8,540	–	–	4.67%	5
2025 Q1	$4.92M	Hold	8,540	–	–	4.31%	5
2024 Q4	$5M	Hold	8,540	–	–	4.19%	5
2024 Q3	$4.89M	Hold	8,540	–	–	4.18%	5
2024 Q2	$4.15M	Hold	8,540	–	–	3.98%	5
2024 Q1	$4.15M	Buy	+8,540	New	+$3.81M	3.98%	5
2022 Q3	$1.24M	Hold	9,155	–	–	1.8%	8
2022 Q2	$1.48M	Hold	9,155	–	–	2.02%	7
2022 Q1	$2.04M	Hold	9,155	–	–	2.1%	7
2021 Q4	$3.08M	Buy	+9,155	New	+$3.04M	2.87%	5

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roberts Capital Advisors's META Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 2,795 shares — an estimated $2.05M sold.

Roberts Capital Advisors first reported a position in META in Q4 2021 and held it in 11 quarters. The position peaked at $6.3M in Q2 2025. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

Roberts Capital Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,795 Meta Platforms (Facebook) shares in Q4 2025, an estimated $2.05M.
Roberts Capital Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Meta Platforms (Facebook) position peaked at $6.3M in Q2 2025.
5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.