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Crestwood Advisors Group’s Blackrock BLK Stock Holding History

Crestwood Advisors Group’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
2,129
-430
-17% -$445K 0.03% 244
2026
Q1 		$2.46M Buy
2,559
+109
+4% +$115K 0.04% 209
2025
Q4 		$2.62M Buy
2,450
+242
+11% +$265K 0.04% 193
2025
Q3 		$2.57M Buy
2,208
+216
+11% +$241K 0.04% 187
2025
Q2 		$2.09M Buy
1,992
+140
+8% +$132K 0.04% 205
2025
Q1 		$1.75M Buy
1,852
+835
+82% +$818K 0.03% 213
2024
Q4 		$1.04M Buy
1,017
+140
+16% +$142K 0.02% 240
2024
Q3 		$833K Buy
877
+155
+21% +$134K 0.02% 245
2024
Q2 		$568K Buy
722
+87
+14% +$67.9K 0.01% 267
2024
Q1 		$529K Buy
635
+94
+17% +$75.5K 0.01% 268
2023
Q4 		$439K Sell
541
-15
-3% -$10.5K 0.01% 273
2023
Q3 		$360K Buy
556
+247
+80% +$173K 0.01% 275
2023
Q2 		$214K Buy
+309
New +$207K 0.01% 242
2023
Q1 		– Sell
-357
Closed -$253K – 260
2022
Q4 		$253K Buy
+357
New +$238K 0.01% 236
2022
Q2 		– Sell
-285
Closed -$218K – 273
2022
Q1 		$218K Sell
285
-114
-29% -$89.1K 0.01% 262
2021
Q4 		$365K Buy
399
+33
+9% +$30.1K 0.01% 234
2021
Q3 		$307K Sell
366
-22
-6% -$19.7K 0.01% 228
2021
Q2 		$339K Sell
388
-5
-1% -$4.22K 0.01% 218
2021
Q1 		$296K Sell
393
-23
-6% -$16.7K 0.01% 218
2020
Q4 		$300K Buy
416
+20
+5% +$13.3K 0.01% 213
2020
Q3 		$223K Sell
396
-11
-3% -$6.28K 0.01% 220
2020
Q2 		$221K Buy
+407
New +$206K 0.01% 216
2017
Q2 		– Sell
-157
Closed -$60K – 189
2017
Q1 		$60K Buy
+157
New +$60.1K 0.01% 233

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Crestwood Advisors Group reduced its Blackrock (BLK) stake by 17% in Q2 2026, selling an estimated $445K and leaving 2,129 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #244.

Crestwood Advisors Group first reported a position in BLK in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.62M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Crestwood Advisors Group held 2,129 shares of Blackrock worth $2.05M as of Q2 2026.
  • Crestwood Advisors Group sold 430 Blackrock shares in Q2 2026, an estimated $445K.
  • Blackrock made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #244 holding.
  • Crestwood Advisors Group first reported a position in Blackrock in Q1 2017 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Blackrock position peaked at $2.62M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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