MWM
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Mission Wealth Management’s Bright Horizons BFAM Stock Holding History

Mission Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
7,751
+882
+13% +$63.8K 0.01% 656
2026
Q1 		$564K Buy
6,869
+325
+5% +$27.4K 0.01% 462
2025
Q4 		$664K Sell
6,544
-763
-10% -$77K 0.01% 422
2025
Q3 		$793K Sell
7,307
-156
-2% -$18.1K 0.02% 382
2025
Q2 		$922K Buy
7,463
+69
+0.9% +$8.46K 0.02% 343
2025
Q1 		$939K Buy
7,394
+430
+6% +$52.8K 0.02% 321
2024
Q4 		$772K Sell
6,964
-1,937
-22% -$233K 0.02% 339
2024
Q3 		$1.25M Sell
8,901
-538
-6% -$69.6K 0.03% 246
2024
Q2 		$1.04M Sell
9,439
-508
-5% -$54.9K 0.03% 260
2024
Q1 		$1.13M Sell
9,947
-641
-6% -$67.6K 0.03% 269
2023
Q4 		$998K Buy
10,588
+415
+4% +$35.4K 0.03% 236
2023
Q3 		$829K Sell
10,173
-65
-0.6% -$6K 0.03% 254
2023
Q2 		$947K Sell
10,238
-212
-2% -$17.9K 0.04% 224
2023
Q1 		$805K Buy
10,450
+213
+2% +$16.4K 0.03% 263
2022
Q4 		$646K Buy
10,237
+555
+6% +$36.3K 0.03% 273
2022
Q3 		$558K Buy
9,682
+958
+11% +$72.9K 0.03% 281
2022
Q2 		$737K Buy
8,724
+3,508
+67% +$349K 0.04% 243
2022
Q1 		$692K Buy
5,216
+1,291
+33% +$168K 0.03% 262
2021
Q4 		$494K Sell
3,925
-181
-4% -$25.1K 0.02% 309
2021
Q3 		$572K Buy
4,106
+305
+8% +$44.8K 0.03% 262
2021
Q2 		$559K Buy
3,801
+62
+2% +$9.27K 0.03% 263
2021
Q1 		$641K Buy
3,739
+612
+20% +$101K 0.04% 215
2020
Q4 		$541K Buy
3,127
+1,225
+64% +$201K 0.03% 224
2020
Q3 		$289K Buy
+1,902
New +$239K 0.02% 285
2020
Q1 		– Sell
-1,394
Closed -$210K – 300
2019
Q4 		$210K Buy
+1,394
New +$209K 0.02% 319
2019
Q3 		– Sell
-1,360
Closed -$205K – 318
2019
Q2 		$205K Buy
+1,360
New +$182K 0.02% 303

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mission Wealth Management's BFAM Position: Q2 2026 in Review

Mission Wealth Management increased its Bright Horizons (BFAM) stake by 13% in Q2 2026, buying an estimated $63.8K and bringing the position to 7,751 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #656.

Mission Wealth Management first reported a position in BFAM in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.25M in Q3 2024. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Mission Wealth Management held 7,751 shares of Bright Horizons worth $549K as of Q2 2026.
  • Mission Wealth Management bought 882 Bright Horizons shares in Q2 2026, an estimated $63.8K.
  • Bright Horizons made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Mission Wealth Management first reported a position in Bright Horizons in Q2 2019 and has held it in 26 quarters since.
  • Mission Wealth Management's Bright Horizons position peaked at $1.25M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.