Root Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Root Financial Partners’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 Q1	$5.06M	Sell	8,847 -1,349	-13%	-$865K	0.23%	36
2025 Q4	$6.73M	Buy	10,196 +3,169	+45%	+$2.12M	0.34%	31
2025 Q3	$5.16M	Buy	7,027 +857	+14%	+$638K	0.32%	31
2025 Q2	$4.55M	Buy	6,170 +279	+5%	+$172K	0.44%	31
2025 Q1	$3.4M	Buy	5,891 +654	+12%	+$422K	0.36%	31
2024 Q4	$3.07M	Buy	5,237 +688	+15%	+$404K	0.38%	28
2024 Q3	$2.6M	Buy	4,549 +1,516	+50%	+$780K	0.42%	25
2024 Q2	$1.53M	Buy	3,033 +370	+14%	+$180K	0.36%	28
2024 Q1	$1.29M	Buy	2,663 +551	+26%	+$246K	0.38%	31
2023 Q4	$748K	Buy	2,112 +129	+7%	+$42K	0.28%	37
2023 Q3	$595K	Sell	1,983 -86	-4%	-$25.9K	0.32%	36
2023 Q2	$594K	Sell	2,069 -75	-3%	-$18.5K	0.35%	34
2023 Q1	$454K	Buy	+2,144	New	+$365K	0.32%	43

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's META Position: Q1 2026 in Review

Root Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, selling an estimated $865K and leaving 8,847 shares worth $5.06M. The position accounts for 0.23% of the portfolio, ranked #36.

Root Financial Partners first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.73M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Root Financial Partners held 8,847 shares of Meta Platforms (Facebook) worth $5.06M as of Q1 2026.
Root Financial Partners sold 1,349 Meta Platforms (Facebook) shares in Q1 2026, an estimated $865K.
Meta Platforms (Facebook) made up 0.23% of Root Financial Partners's portfolio in Q1 2026, its #36 holding.
Root Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Meta Platforms (Facebook) position peaked at $6.73M in Q4 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.