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 Q2	$629K	Buy	1,117 +38	+4%	+$23.2K	0.12%	70
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bridgewealth Advisory Group's META Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,117 shares worth $629K. The position accounts for 0.12% of the portfolio, ranked #70.

Bridgewealth Advisory Group first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $697K in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

Bridgewealth Advisory Group held 1,117 shares of Meta Platforms (Facebook) worth $629K as of Q2 2026.
Bridgewealth Advisory Group bought 38 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.2K.
Meta Platforms (Facebook) made up 0.12% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #70 holding.
Bridgewealth Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Bridgewealth Advisory Group's Meta Platforms (Facebook) position peaked at $697K in Q4 2025.
5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.