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

Roth 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	$260K	Hold	462	–	–	0.08%	33
2026 Q1	$264K	Hold	462	–	–	0.09%	29
2025 Q4	$305K	Hold	462	–	–	0.1%	27
2025 Q3	$339K	Hold	462	–	–	0.11%	27
2025 Q2	$341K	Hold	462	–	–	0.12%	27
2025 Q1	$266K	Hold	462	–	–	0.11%	28
2024 Q4	$271K	Hold	462	–	–	0.11%	26
2024 Q3	$264K	Hold	462	–	–	0.11%	27
2024 Q2	$233K	Hold	462	–	–	0.1%	27
2024 Q1	$224K	Buy	+462	New	+$206K	0.1%	28

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Roth Financial Partners held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 462 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #33.

Roth Financial Partners first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q2 2025. 2,845 funds tracked by Wall St. Rank hold META as of Q2 2026.

Roth Financial Partners held 462 shares of Meta Platforms (Facebook) worth $260K as of Q2 2026.
Roth Financial Partners left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.08% of Roth Financial Partners's portfolio in Q2 2026, its #33 holding.
Roth Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Roth Financial Partners's Meta Platforms (Facebook) position peaked at $341K in Q2 2025.
2,845 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.