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

Crewe 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 		$3.75M Buy
6,659
+557
+9% +$341K 0.27% 43
2026
Q1 		$3.49M Buy
6,102
+214
+4% +$137K 0.3% 45
2025
Q4 		$3.89M Buy
5,888
+26
+0.4% +$17.4K 0.34% 41
2025
Q3 		$4.3M Buy
5,862
+144
+3% +$107K 0.41% 39
2025
Q2 		$4.22M Buy
+5,718
New +$3.53M 0.6% 31
2024
Q3 		– Sell
-6,354
Closed -$3.2M – 882
2024
Q2 		$3.2M Sell
6,354
-118
-2% -$57.4K 0.36% 38
2024
Q1 		$3.14M Buy
+6,472
New +$2.89M 0.37% 37
2023
Q3 		– Sell
-3,320
Closed -$953K – 791
2023
Q2 		$953K Sell
3,320
-403
-11% -$99.4K 0.13% 52
2023
Q1 		$789K Sell
3,723
-597
-14% -$102K 0.12% 57
2022
Q4 		$520K Sell
4,320
-2,630
-38% -$309K 0.08% 75
2022
Q3 		$943K Buy
6,950
+236
+4% +$38.3K 0.17% 46
2022
Q2 		$1.08M Buy
6,714
+1,882
+39% +$363K 0.24% 34
2022
Q1 		$1.07M Buy
4,832
+1,994
+70% +$498K 0.21% 31
2021
Q4 		$955K Buy
2,838
+26
+0.9% +$8.63K 0.19% 30
2021
Q3 		$954K Sell
2,812
-7
-0.2% -$2.52K 0.23% 29
2021
Q2 		$980K Sell
2,819
-198
-7% -$63.5K 0.24% 29
2021
Q1 		$889K Buy
3,017
+1,470
+95% +$396K 0.22% 28
2020
Q4 		$423K Buy
1,547
+592
+62% +$162K 0.17% 34
2020
Q3 		$250K Sell
955
-750
-44% -$193K 0.12% 42
2020
Q2 		$387K Buy
1,705
+1,072
+169% +$224K 0.19% 33
2020
Q1 		$106K Sell
633
-1,013
-62% -$198K 0.06% 57
2019
Q4 		$338K Sell
1,646
-739
-31% -$143K 0.15% 42
2019
Q3 		$425K Sell
2,385
-2,756
-54% -$524K 0.2% 33
2019
Q2 		$992K Buy
5,141
+2,678
+109% +$489K 0.32% 20
2019
Q1 		$411K Buy
2,463
+639
+35% +$102K 0.13% 36
2018
Q4 		$239K Sell
1,824
-499
-21% -$72.3K 0.08% 52
2018
Q3 		$382K Buy
2,323
+494
+27% +$89.4K 0.32% 39
2018
Q2 		$355K Sell
1,829
-20
-1% -$3.61K 0.33% 39
2018
Q1 		$295K Buy
1,849
+637
+53% +$114K 0.29% 40
2017
Q4 		$214K Buy
+1,212
New +$214K 0.21% 49

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Crewe Advisors's META Position: Q2 2026 in Review

Crewe Advisors increased its Meta Platforms (Facebook) (META) stake by 9.1% in Q2 2026, buying an estimated $341K and bringing the position to 6,659 shares worth $3.75M. The position accounts for 0.27% of the portfolio, ranked #43.

Crewe Advisors first reported a position in META in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.3M in Q3 2025. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Crewe Advisors held 6,659 shares of Meta Platforms (Facebook) worth $3.75M as of Q2 2026.
  • Crewe Advisors bought 557 Meta Platforms (Facebook) shares in Q2 2026, an estimated $341K.
  • Meta Platforms (Facebook) made up 0.27% of Crewe Advisors's portfolio in Q2 2026, its #43 holding.
  • Crewe Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 30 quarters since.
  • Crewe Advisors's Meta Platforms (Facebook) position peaked at $4.3M in Q3 2025.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.