Bridgewealth Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Bridgewealth Advisory Group’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 Q1	$617K	Buy	1,079 +23	+2%	+$14.7K	0.13%	71
2025 Q4	$697K	Buy	1,056 +180	+21%	+$120K	0.15%	65
2025 Q3	$643K	Buy	876 +75	+9%	+$55.8K	0.15%	62
2025 Q2	$591K	Buy	+801	New	+$495K	0.15%	64
2025 Q1	–	Sell	-734	Closed	-$535K	–	80
2024 Q4	$535K	Buy	734 +2	+0.3%	+$1.17K	0.15%	59
2024 Q3	$419K	Buy	732 +106	+17%	+$54.5K	0.15%	56
2024 Q2	$316K	Buy	626 +15	+2%	+$7.29K	0.14%	55
2024 Q1	$297K	Hold	611	–	–	0.15%	55
2023 Q4	$216K	Buy	+611	New	+$199K	0.17%	71

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bridgewealth Advisory Group's META Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,079 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #71.

Bridgewealth Advisory Group first reported a position in META in Q4 2023 and has held it in 9 quarters since. The position peaked at $697K in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Bridgewealth Advisory Group held 1,079 shares of Meta Platforms (Facebook) worth $617K as of Q1 2026.
Bridgewealth Advisory Group bought 23 Meta Platforms (Facebook) shares in Q1 2026, an estimated $14.7K.
Meta Platforms (Facebook) made up 0.13% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #71 holding.
Bridgewealth Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 9 quarters since.
Bridgewealth Advisory Group's Meta Platforms (Facebook) position peaked at $697K in Q4 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.