BFW
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Brady Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Brady Family Wealth’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 		$4.36M Sell
7,745
-22
-0.3% -$13.5K 1.26% 28
2026
Q1 		$4.44M Buy
7,767
+637
+9% +$408K 1.39% 27
2025
Q4 		$4.71M Buy
7,130
+141
+2% +$94.2K 1.45% 24
2025
Q3 		$5.13M Buy
6,989
+885
+14% +$659K 1.59% 23
2025
Q2 		$4.51M Buy
6,104
+234
+4% +$145K 1.4% 26
2025
Q1 		$3.38M Buy
5,870
+3,199
+120% +$2.06M 1.08% 36
2024
Q4 		$1.56M Buy
2,671
+331
+14% +$194K 0.48% 53
2024
Q3 		$1.34M Buy
2,340
+334
+17% +$172K 0.4% 60
2024
Q2 		$1.01M Buy
2,006
+177
+10% +$86K 0.33% 64
2024
Q1 		$888K Buy
1,829
+420
+30% +$187K 0.29% 65
2023
Q4 		$499K Buy
1,409
+80
+6% +$26.1K 0.17% 83
2023
Q3 		$399K Hold
1,329
– – 0.15% 84
2023
Q2 		$381K Sell
1,329
-1
-0.1% -$247 0.14% 87
2023
Q1 		$282K Buy
+1,330
New +$227K 0.11% 107

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

Brady Family Wealth's META Position: Q2 2026 in Review

Brady Family Wealth reduced its Meta Platforms (Facebook) (META) stake by 0.28% in Q2 2026, selling an estimated $13.5K and leaving 7,745 shares worth $4.36M. The position accounts for 1.26% of the portfolio, ranked #28.

Brady Family Wealth first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.13M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Brady Family Wealth held 7,745 shares of Meta Platforms (Facebook) worth $4.36M as of Q2 2026.
  • Brady Family Wealth sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 1.26% of Brady Family Wealth's portfolio in Q2 2026, its #28 holding.
  • Brady Family Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Brady Family Wealth's Meta Platforms (Facebook) position peaked at $5.13M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.