TWD
BFAM icon

True Wealth Design’s Bright Horizons BFAM Stock Holding History

True Wealth Design’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 		$22.4K Sell
316
-289
-48% -$20.9K 0.01% 773
2026
Q1 		$49.7K Buy
605
+58
+11% +$4.88K 0.01% 407
2025
Q4 		$55.5K Buy
547
+373
+214% +$37.6K 0.02% 306
2025
Q3 		$18.9K Buy
174
+37
+27% +$4.29K 0.01% 636
2025
Q2 		$16.9K Sell
137
-193
-58% -$23.7K 0.01% 427
2025
Q1 		$41.9K Buy
330
+259
+365% +$31.8K 0.02% 220
2024
Q4 		$7.87K Sell
71
-281
-80% -$33.8K ﹤0.01% 458
2024
Q3 		$49.3K Buy
+352
New +$45.5K 0.02% 147

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

True Wealth Design's BFAM Position: Q2 2026 in Review

True Wealth Design reduced its Bright Horizons (BFAM) stake by 48% in Q2 2026, selling an estimated $20.9K and leaving 316 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #773.

True Wealth Design first reported a position in BFAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.5K in Q4 2025. 386 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • True Wealth Design held 316 shares of Bright Horizons worth $22.4K as of Q2 2026.
  • True Wealth Design sold 289 Bright Horizons shares in Q2 2026, an estimated $20.9K.
  • Bright Horizons made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #773 holding.
  • True Wealth Design first reported a position in Bright Horizons in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Bright Horizons position peaked at $55.5K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.