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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Crestwood Advisors Group's META Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Meta Platforms (Facebook) (META) stake by 8.6% in Q2 2026, selling an estimated $7.16M and leaving 123,970 shares worth $69.8M. The position accounts for 1.04% of the portfolio, ranked #24.

Crestwood Advisors Group first reported a position in META in Q4 2014 and has held it in 45 quarters since. The position peaked at $145M in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Crestwood Advisors Group held 123,970 shares of Meta Platforms (Facebook) worth $69.8M as of Q2 2026.
  • Crestwood Advisors Group sold 11,705 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.16M.
  • Meta Platforms (Facebook) made up 1.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #24 holding.
  • Crestwood Advisors Group first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 45 quarters since.
  • Crestwood Advisors Group's Meta Platforms (Facebook) position peaked at $145M in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.