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Crestwood Advisors Group’s Meta Platforms (Facebook) META Stock Holding History

Crestwood Advisors Group’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
2023
Q3 		– Sell
-25,000
Closed -$7.17K – 370
2023
Q2 		$7.17K Buy
+25,000
New +$6.17M ﹤0.01% 255

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

Crestwood Advisors Group's META Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Meta Platforms (Facebook) (META) stake by 7.2% in Q1 2026, selling an estimated $6.8M and leaving 135,675 shares worth $77.6M. The position accounts for 1.31% of the portfolio, ranked #17.

Crestwood Advisors Group first reported a position in META in Q4 2014 and has held it in 44 quarters since. The position peaked at $145M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Crestwood Advisors Group held 135,675 shares of Meta Platforms (Facebook) worth $77.6M as of Q1 2026.
  • Crestwood Advisors Group sold 10,604 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.8M.
  • Meta Platforms (Facebook) made up 1.31% of Crestwood Advisors Group's portfolio in Q1 2026, its #17 holding.
  • Crestwood Advisors Group first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 44 quarters since.
  • Crestwood Advisors Group's Meta Platforms (Facebook) position peaked at $145M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.