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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
Q2 		$5.02M Buy
8,907
+60
+0.7% +$36.7K 0.19% 42
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
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

Root Financial Partners's META Position: Q2 2026 in Review

Root Financial Partners increased its Meta Platforms (Facebook) (META) stake by 0.68% in Q2 2026, buying an estimated $36.7K and bringing the position to 8,907 shares worth $5.02M. The position accounts for 0.19% of the portfolio, ranked #42.

Root Financial Partners first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.73M in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Root Financial Partners held 8,907 shares of Meta Platforms (Facebook) worth $5.02M as of Q2 2026.
  • Root Financial Partners bought 60 Meta Platforms (Facebook) shares in Q2 2026, an estimated $36.7K.
  • Meta Platforms (Facebook) made up 0.19% of Root Financial Partners's portfolio in Q2 2026, its #42 holding.
  • Root Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's Meta Platforms (Facebook) position peaked at $6.73M in Q4 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.