Robertson Stephens Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Robertson Stephens Wealth Management’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	$10.9M	Buy	19,264 +1,060	+6%	+$648K	0.27%	70
2026 Q1	$10.4M	Sell	18,204 -1,336	-7%	-$856K	0.29%	68
2025 Q4	$12.9M	Buy	19,540 +11,325	+138%	+$7.56M	0.34%	57
2025 Q3	$6.03M	Buy	8,215 +1,129	+16%	+$840K	0.18%	92
2025 Q2	$5.23M	Sell	7,086 -384	-5%	-$237K	0.17%	101
2025 Q1	$4.31M	Sell	7,470 -244	-3%	-$157K	0.15%	116
2024 Q4	$4.52M	Buy	7,714 +583	+8%	+$342K	0.16%	116
2024 Q3	$4.08M	Buy	7,131 +18	+0.3%	+$9.26K	0.15%	130
2024 Q2	$3.59M	Buy	7,113 +1,827	+35%	+$888K	0.18%	104
2024 Q1	$2.57M	Buy	5,286 +547	+12%	+$244K	0.14%	130
2023 Q4	$1.68M	Buy	4,739 +839	+22%	+$273K	0.1%	159
2023 Q3	$1.17M	Buy	3,900 +290	+8%	+$87.4K	0.08%	193
2023 Q2	$1.04M	Sell	3,610 -131	-4%	-$32.3K	0.07%	186
2023 Q1	$793K	Sell	3,741 -588	-14%	-$100K	0.06%	225
2022 Q4	$521K	Sell	4,329 -1,121	-21%	-$132K	0.05%	258
2022 Q3	$739K	Sell	5,450 -1,599	-23%	-$259K	0.08%	183
2022 Q2	$1.14M	Sell	7,049 -2,828	-29%	-$546K	0.11%	148
2022 Q1	$2.2M	Buy	9,877 +2,294	+30%	+$573K	0.18%	105
2021 Q4	$2.55M	Sell	7,583 -851	-10%	-$283K	0.21%	94
2021 Q3	$2.86M	Sell	8,434 -889	-10%	-$320K	0.32%	59
2021 Q2	$3.24M	Sell	9,323 -109	-1%	-$35K	0.39%	48
2021 Q1	$2.78M	Buy	9,432 +780	+9%	+$210K	0.44%	45
2020 Q4	$2.36M	Sell	8,652 -2,912	-25%	-$798K	0.49%	47
2020 Q3	$3.03M	Buy	11,564 +2,504	+28%	+$646K	0.74%	28
2020 Q2	$2.06M	Buy	9,060 +583	+7%	+$122K	0.59%	40
2020 Q1	$1.41M	Buy	8,477 +3,959	+88%	+$775K	0.48%	49
2019 Q4	$927K	Sell	4,518 -1,000	-18%	-$194K	0.47%	43
2019 Q3	$983K	Buy	+5,518	New	+$1.05M	0.5%	45

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robertson Stephens Wealth Management's META Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.8% in Q2 2026, buying an estimated $648K and bringing the position to 19,264 shares worth $10.9M. The position accounts for 0.27% of the portfolio, ranked #70.

Robertson Stephens Wealth Management first reported a position in META in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.9M in Q4 2025. 2,267 funds tracked by Wall St. Rank hold META as of Q2 2026.

Robertson Stephens Wealth Management held 19,264 shares of Meta Platforms (Facebook) worth $10.9M as of Q2 2026.
Robertson Stephens Wealth Management bought 1,060 Meta Platforms (Facebook) shares in Q2 2026, an estimated $648K.
Meta Platforms (Facebook) made up 0.27% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #70 holding.
Robertson Stephens Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
Robertson Stephens Wealth Management's Meta Platforms (Facebook) position peaked at $12.9M in Q4 2025.
2,267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.