Three Bridge Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Three Bridge Wealth Advisors’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	$20.9M	Sell	37,087 -1,007	-3%	-$616K	5.23%	5
2026 Q1	$21.8M	Buy	38,094 +50	+0.1%	+$32K	5.98%	4
2025 Q4	$25.1M	Buy	38,044 +951	+3%	+$635K	6.62%	4
2025 Q3	$27.2M	Sell	37,093 -2,497	-6%	-$1.86M	7.02%	3
2025 Q2	$29.2M	Buy	39,590 +1,769	+5%	+$1.09M	7.7%	2
2025 Q1	$21.8M	Buy	37,821 +25,106	+197%	+$16.2M	7.59%	2
2024 Q4	$7.44M	Hold	12,715	–	–	2.61%	12
2024 Q3	$7.28M	Hold	12,715	–	–	2.69%	12
2024 Q2	$6.41M	Sell	12,715 -2,695	-17%	-$1.31M	2.54%	12
2024 Q1	$7.48M	Sell	15,410 -3,400	-18%	-$1.52M	2.95%	8
2023 Q4	$6.66M	Buy	18,810 +182	+1%	+$59.3K	2.3%	10
2023 Q3	$5.59M	Buy	18,628 +6,868	+58%	+$2.07M	2.32%	12
2023 Q2	$3.37M	Hold	11,760	–	–	1.43%	17
2023 Q1	$2.49M	Buy	11,760 +3,400	+41%	+$579K	1.16%	18
2022 Q4	$1.01M	Sell	8,360 -1,850	-18%	-$217K	0.54%	36
2022 Q3	$1.39M	Hold	10,210	–	–	0.7%	29
2022 Q2	$1.65M	Hold	10,210	–	–	0.81%	26
2022 Q1	$2.27M	Buy	+10,210	New	+$2.55M	0.63%	18

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

Three Bridge Wealth Advisors's META Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q2 2026, selling an estimated $616K and leaving 37,087 shares worth $20.9M. The position accounts for 5.23% of the portfolio, ranked #5.

Three Bridge Wealth Advisors first reported a position in META in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.2M in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Three Bridge Wealth Advisors held 37,087 shares of Meta Platforms (Facebook) worth $20.9M as of Q2 2026.
Three Bridge Wealth Advisors sold 1,007 Meta Platforms (Facebook) shares in Q2 2026, an estimated $616K.
Meta Platforms (Facebook) made up 5.23% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Three Bridge Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's Meta Platforms (Facebook) position peaked at $29.2M in Q2 2025.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.