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ROI Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

ROI Financial 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 		$1.12M Sell
1,982
-9
-0.5% -$5.5K 0.58% 34
2026
Q1 		$1.14M Buy
1,991
+34
+2% +$21.8K 0.68% 34
2025
Q4 		$1.29M Buy
1,957
+190
+11% +$127K 0.74% 31
2025
Q3 		$1.3M Buy
1,767
+379
+27% +$282K 0.77% 29
2025
Q2 		$1.02M Buy
1,388
+436
+46% +$269K 0.65% 31
2025
Q1 		$548K Buy
952
+302
+46% +$195K 0.4% 39
2024
Q4 		$380K Buy
650
+107
+20% +$62.8K 0.26% 48
2024
Q3 		$311K Buy
+543
New +$279K 0.21% 51

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

ROI Financial Advisors's META Position: Q2 2026 in Review

ROI Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.45% in Q2 2026, selling an estimated $5.5K and leaving 1,982 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #34.

ROI Financial Advisors first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2025. 5,074 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • ROI Financial Advisors held 1,982 shares of Meta Platforms (Facebook) worth $1.12M as of Q2 2026.
  • ROI Financial Advisors sold 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 0.58% of ROI Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • ROI Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • ROI Financial Advisors's Meta Platforms (Facebook) position peaked at $1.3M in Q3 2025.
  • 5,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.