Crestwood Advisors Group, LLC

Position in META — Meta Platforms, Inc.

CIK 1426853 BOSTON, MA

Back to META Full portfolio

Position in META

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$69,831,060

-$7,792,677 QoQ

Shares Held

123,970

-8.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#554

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in META Over Time

Shares Held

Position Value (USD)

Derivatives in META

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$7,174,500

PutShares

25,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $446,939,975 across 5 Internet Content & Information names. META ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	1,053,943	$375,225,828
2	META	Meta Platforms, Inc. This page	123,970	$69,831,060
3	SPOT	Spotify Technology S.A.	1,517	$696,500
4	MTCH	Match Group, Inc.	16,618	$632,314
5	NBIS	Nebius Group N.V.	2,007	$554,273

All Filings in META

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,831,060	123,970	-8.6%	Shares	Other	2026-08-03
2026-03-31	$77,623,737	135,675	-7.2%	Shares	Other	2026-05-05
2025-12-31	$96,557,304	146,279	-23.2%	Shares	Other	2026-02-03
2025-09-30	$139,964,015	190,588	-2.8%	Shares	Sole	2025-11-07
2025-06-30	$144,734,282	196,093	+2.0%	Shares	Sole	2025-08-05
2025-03-31	$110,857,082	192,340	+5.4%	Shares	Sole	2025-05-05
2024-12-31	$106,857,917	182,504	+66.9%	Shares	Sole	2025-02-04
2024-09-30	$62,602,038	109,360	+920.8%	Shares	Sole	2024-10-30
2024-06-30	$5,401,708	10,713	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$5,186,965	10,682	-0.6%	Shares	Sole	2024-05-08
2023-12-31	$3,802,592	10,743	+26.0%	Shares	Sole	2024-02-13
2023-09-30	$2,560,190	8,528	-88.0%	Shares	Sole	2023-11-15
2023-06-30	$20,345,160	70,894	-2.1%	Shares	Sole	2023-08-15
2023-06-30	$7,174,500	25,000	—	Put	Sole	2023-08-15
2023-03-31	$15,349,966	72,426	-11.8%	Shares	Sole	2023-05-12
2022-12-31	$9,877,507	82,080	-28.0%	Shares	Sole	2023-02-14
2022-09-30	$15,467,384	113,999	-3.2%	Shares	Sole	2022-10-26
2022-06-30	$18,988,961	117,761	-1.4%	Shares	Sole	2022-07-07
2022-03-31	$26,544,447	119,376	-1.3%	Shares	Sole	2022-04-12
2021-12-31	$40,699,022	121,002	-1.3%	Shares	Sole	2022-02-15
2021-09-30	$41,618,038	122,626	-1.1%	Shares	Sole	2021-11-03
2021-06-30	$43,104,913	123,968	-1.6%	Shares	Sole	2021-08-13
2021-03-31	$37,112,547	126,006	-1.1%	Shares	Sole	2021-04-21
2020-12-31	$34,817,519	127,462	-3.8%	Shares	Sole	2021-02-09
2020-09-30	$34,712,487	132,541	-6.2%	Shares	Sole	2020-10-06
2020-06-30	$32,093,165	141,336	-10.4%	Shares	Sole	2020-08-14
2020-03-31	$26,306,028	157,710	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.