Bright Futures Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Bright Futures 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	$848K	Buy	1,505 +503	+50%	+$308K	0.55%	65
2026 Q1	$573K	Buy	+1,002	New	+$642K	0.39%	76
2025 Q1	–	Sell	-492	Closed	-$333K	–	117
2024 Q4	$333K	Sell	492 -923	-65%	-$542K	0.3%	87
2024 Q3	$838K	Sell	1,415 -79	-5%	-$40.6K	0.4%	81
2024 Q2	$729K	Buy	1,494 +72	+5%	+$35K	0.4%	74
2024 Q1	$739K	Buy	+1,422	New	+$634K	0.4%	74

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

Bright Futures Wealth Management's META Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Meta Platforms (Facebook) (META) stake by 50% in Q2 2026, buying an estimated $308K and bringing the position to 1,505 shares worth $848K. The position accounts for 0.55% of the portfolio, ranked #65.

Bright Futures Wealth Management first reported a position in META in Q1 2024 and has held it in 6 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Bright Futures Wealth Management held 1,505 shares of Meta Platforms (Facebook) worth $848K as of Q2 2026.
Bright Futures Wealth Management bought 503 Meta Platforms (Facebook) shares in Q2 2026, an estimated $308K.
Meta Platforms (Facebook) made up 0.55% of Bright Futures Wealth Management's portfolio in Q2 2026, its #65 holding.
Bright Futures Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 6 quarters since.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.