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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Roberts Wealth Advisors's META Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, buying an estimated $3.67K and bringing the position to 574 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #100.

Roberts Wealth Advisors first reported a position in META in Q3 2021 and has held it in 14 quarters since. The position peaked at $571K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Roberts Wealth Advisors held 574 shares of Meta Platforms (Facebook) worth $323K as of Q2 2026.
Roberts Wealth Advisors bought 6 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.67K.
Meta Platforms (Facebook) made up 0.07% of Roberts Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Roberts Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 14 quarters since.
Roberts Wealth Advisors's Meta Platforms (Facebook) position peaked at $571K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.