RYIA
META icon

Roehl & Yi Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Roehl & Yi Investment 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 		$922K Buy
1,636
+20
+1% +$12.2K 0.3% 74
2026
Q1 		$925K Buy
1,616
+376
+30% +$241K 0.35% 58
2025
Q4 		$819K Buy
1,240
+297
+31% +$198K 0.32% 67
2025
Q3 		$693K Buy
943
+39
+4% +$29K 0.3% 75
2025
Q2 		$667K Buy
904
+9
+1% +$5.56K 0.34% 69
2025
Q1 		$516K Buy
895
+15
+2% +$9.68K 0.28% 86
2024
Q4 		$515K Buy
+880
New +$517K 0.28% 82

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Roehl & Yi Investment Advisors's META Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,636 shares worth $922K. The position accounts for 0.3% of the portfolio, ranked #74.

Roehl & Yi Investment Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $925K in Q1 2026. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,636 shares of Meta Platforms (Facebook) worth $922K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.3% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Roehl & Yi Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Meta Platforms (Facebook) position peaked at $925K in Q1 2026.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.