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Werba Rubin Papier Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Werba Rubin Papier Wealth Management’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 		$3.1M Sell
5,507
-625
-10% -$382K 0.38% 42
2026
Q1 		$3.51M Buy
6,132
+440
+8% +$282K 0.49% 36
2025
Q4 		$3.76M Buy
5,692
+639
+13% +$427K 1.02% 23
2025
Q3 		$3.71M Sell
5,053
-410
-8% -$305K 0.6% 27
2025
Q2 		$4.03M Buy
5,463
+103
+2% +$63.6K 0.76% 23
2025
Q1 		$3.09M Buy
5,360
+13
+0.2% +$8.39K 0.67% 25
2024
Q4 		$3.13M Buy
5,347
+130
+2% +$76.3K 0.74% 24
2024
Q3 		$2.99M Buy
5,217
+194
+4% +$99.8K 0.7% 25
2024
Q2 		$2.53M Buy
5,023
+237
+5% +$115K 0.7% 26
2024
Q1 		$2.32M Buy
4,786
+256
+6% +$114K 0.67% 28
2023
Q4 		$1.6M Buy
4,530
+546
+14% +$178K 0.54% 27
2023
Q3 		$1.2M Sell
3,984
-44
-1% -$13.3K 0.43% 32
2023
Q2 		$1.16M Sell
4,028
-123
-3% -$30.4K 0.4% 30
2023
Q1 		$880K Sell
4,151
-268
-6% -$45.6K 0.35% 39
2022
Q4 		$532K Buy
+4,419
New +$519K 0.22% 50

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

Werba Rubin Papier Wealth Management's META Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, selling an estimated $382K and leaving 5,507 shares worth $3.1M. The position accounts for 0.38% of the portfolio, ranked #42.

Werba Rubin Papier Wealth Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.03M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 5,507 shares of Meta Platforms (Facebook) worth $3.1M as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 625 Meta Platforms (Facebook) shares in Q2 2026, an estimated $382K.
  • Meta Platforms (Facebook) made up 0.38% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's Meta Platforms (Facebook) position peaked at $4.03M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.