CGA
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Crescent Grove Advisors’s Meta Platforms (Facebook) META Stock Holding History

Crescent Grove 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
Q1 		$745K Buy
1,303
+199
+18% +$128K 0.07% 153
2025
Q4 		$729K Sell
1,104
-368
-25% -$246K 0.07% 154
2025
Q3 		$1.08M Buy
1,472
+27
+2% +$20.1K 0.1% 116
2025
Q2 		$1.07M Sell
1,445
-464
-24% -$287K 0.1% 110
2025
Q1 		$1.1M Buy
1,909
+699
+58% +$451K 0.11% 105
2024
Q4 		$708K Buy
1,210
+11
+0.9% +$6.46K 0.07% 135
2024
Q3 		$686K Sell
1,199
-308
-20% -$158K 0.07% 143
2024
Q2 		$760K Buy
1,507
+415
+38% +$202K 0.08% 128
2024
Q1 		$530K Buy
1,092
+298
+38% +$133K 0.06% 175
2023
Q4 		$281K Sell
794
-55
-6% -$17.9K 0.03% 238
2023
Q3 		$255K Buy
849
+90
+12% +$27.1K 0.03% 241
2023
Q2 		$218K Buy
+759
New +$187K 0.02% 272
2023
Q1 		– Sell
-3,524
Closed -$424K – 291
2022
Q4 		$424K Buy
3,524
+215
+6% +$25.2K 0.04% 193
2022
Q3 		$449K Buy
+3,309
New +$536K 0.05% 163
2022
Q1 		– Sell
-665
Closed -$224K – 303
2021
Q4 		$224K Sell
665
-115
-15% -$38.2K 0.02% 272
2021
Q3 		$265K Hold
780
– – 0.03% 218
2021
Q2 		$271K Buy
+780
New +$250K 0.03% 213
2020
Q4 		– Sell
-856
Closed -$224K – 184
2020
Q3 		$224K Buy
+856
New +$221K 0.04% 148
2020
Q1 		– Sell
-1,006
Closed -$206K – 160
2019
Q4 		$206K Buy
+1,006
New +$195K 0.04% 149
2019
Q3 		– Sell
-1,068
Closed -$206K – 162
2019
Q2 		$206K Sell
1,068
-157
-13% -$28.7K 0.04% 149
2019
Q1 		$204K Buy
+1,225
New +$195K 0.04% 141

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Crescent Grove Advisors's META Position: Q1 2026 in Review

Crescent Grove Advisors increased its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, buying an estimated $128K and bringing the position to 1,303 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #153.

Crescent Grove Advisors first reported a position in META in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.1M in Q1 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Crescent Grove Advisors held 1,303 shares of Meta Platforms (Facebook) worth $745K as of Q1 2026.
  • Crescent Grove Advisors bought 199 Meta Platforms (Facebook) shares in Q1 2026, an estimated $128K.
  • Meta Platforms (Facebook) made up 0.07% of Crescent Grove Advisors's portfolio in Q1 2026, its #153 holding.
  • Crescent Grove Advisors first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 21 quarters since.
  • Crescent Grove Advisors's Meta Platforms (Facebook) position peaked at $1.1M in Q1 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.