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

Roberts Wealth 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
2026
Q1 		$325K Sell
568
-100
-15% -$64.1K 0.08% 97
2025
Q4 		$441K Sell
668
-80
-11% -$53.4K 0.12% 83
2025
Q3 		$549K Sell
748
-25
-3% -$18.6K 0.15% 75
2025
Q2 		$571K Hold
773
– – 0.16% 72
2025
Q1 		$446K Hold
773
– – 0.14% 81
2024
Q4 		$477K Buy
773
+70
+10% +$41.1K 0.14% 78
2024
Q3 		$417K Buy
703
+93
+15% +$47.9K 0.13% 78
2024
Q2 		$323K Sell
610
-5
-0.8% -$2.43K 0.11% 82
2024
Q1 		$308K Buy
+615
New +$274K 0.12% 82
2023
Q4 		– Sell
-749
Closed -$241K – 72
2023
Q3 		$241K Hold
749
– – 0.11% 84
2023
Q2 		$215K Buy
+749
New +$185K 0.09% 83
2022
Q1 		– Sell
-860
Closed -$291K – 95
2021
Q4 		$291K Buy
860
+16
+2% +$5.31K 0.1% 86
2021
Q3 		$286K Buy
+844
New +$304K 0.11% 87

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Roberts Wealth Advisors's META Position: Q1 2026 in Review

Roberts Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 15% in Q1 2026, selling an estimated $64.1K and leaving 568 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #97.

Roberts Wealth Advisors first reported a position in META in Q3 2021 and has held it in 13 quarters since. The position peaked at $571K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Roberts Wealth Advisors held 568 shares of Meta Platforms (Facebook) worth $325K as of Q1 2026.
  • Roberts Wealth Advisors sold 100 Meta Platforms (Facebook) shares in Q1 2026, an estimated $64.1K.
  • Meta Platforms (Facebook) made up 0.08% of Roberts Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • Roberts Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 13 quarters since.
  • Roberts Wealth Advisors's Meta Platforms (Facebook) position peaked at $571K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.