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Rooted Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Rooted Wealth 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 		$1.53M Buy
2,723
+254
+10% +$155K 0.38% 46
2026
Q1 		$1.66M Sell
2,469
-480
-16% -$308K 0.44% 45
2025
Q4 		$1.97M Buy
2,949
+222
+8% +$148K 0.56% 40
2025
Q3 		$1.94M Buy
2,727
+850
+45% +$633K 0.59% 35
2025
Q2 		$1.35M Buy
1,877
+75
+4% +$46.3K 0.47% 37
2025
Q1 		$910K Buy
1,802
+24
+1% +$15.5K 0.39% 40
2024
Q4 		$1.1M Sell
1,778
-87
-5% -$51.1K 0.43% 39
2024
Q3 		$1.09M Sell
1,865
-45
-2% -$23.2K 0.49% 34
2024
Q2 		$909K Buy
1,910
+166
+10% +$80.7K 0.4% 42
2024
Q1 		$867K Buy
1,744
+38
+2% +$17K 0.43% 41
2023
Q4 		$776K Sell
1,706
-155
-8% -$50.5K 0.41% 42
2023
Q3 		$624K Buy
1,861
+757
+69% +$228K 0.38% 42
2023
Q2 		$325K Buy
1,104
+100
+10% +$24.7K 0.22% 54
2023
Q1 		$222K Buy
+1,004
New +$171K 0.16% 78

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

Rooted Wealth Advisors's META Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, buying an estimated $155K and bringing the position to 2,723 shares worth $1.53M. The position accounts for 0.38% of the portfolio, ranked #46.

Rooted Wealth Advisors first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.97M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Rooted Wealth Advisors held 2,723 shares of Meta Platforms (Facebook) worth $1.53M as of Q2 2026.
  • Rooted Wealth Advisors bought 254 Meta Platforms (Facebook) shares in Q2 2026, an estimated $155K.
  • Meta Platforms (Facebook) made up 0.38% of Rooted Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Rooted Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Rooted Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.97M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.