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 Q3	$416K	Hold	574	–	–	0.09%	85
2026 Q2	$323K	Buy	574 +6	+1%	+$3.67K	0.07%	100
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roberts Wealth Advisors's META Position: Q3 2026 in Review

Roberts Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 574 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #85.

Roberts Wealth Advisors first reported a position in META in Q3 2021 and has held it in 15 quarters since. The position peaked at $571K in Q2 2025. 1,089 funds tracked by Wall St. Rank hold META as of Q3 2026.

Roberts Wealth Advisors held 574 shares of Meta Platforms (Facebook) worth $416K as of Q3 2026.
Roberts Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
Meta Platforms (Facebook) made up 0.09% of Roberts Wealth Advisors's portfolio in Q3 2026, its #85 holding.
Roberts Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 15 quarters since.
Roberts Wealth Advisors's Meta Platforms (Facebook) position peaked at $571K in Q2 2025.
1,089 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.