Crestwood Advisors Group’s CyberArk CYBR Stock Holding History

Crestwood Advisors Group’s Portfolio CYBR Stock Details CYBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,412	Closed	-$1.08M	–	777
2025 Q4	$1.08M	Sell	2,412 -1,004	-29%	-$483K	0.02%	274
2025 Q3	$1.65M	Sell	3,416 -1,044	-23%	-$448K	0.03%	232
2025 Q2	$1.81M	Sell	4,460 -161	-3%	-$58.7K	0.03%	219
2025 Q1	$1.56M	Buy	4,621 +3,106	+205%	+$1.12M	0.03%	220
2024 Q4	$505K	Sell	1,515 -35	-2%	-$10.6K	0.01%	306
2024 Q3	$452K	Buy	1,550 +500	+48%	+$135K	0.01%	305
2024 Q2	$287K	Sell	1,050 -1	-0.1%	-$245	0.01%	358
2024 Q1	$279K	Buy	1,051 +1	+0.1%	+$248	0.01%	366
2023 Q4	$230K	Buy	+1,050	New	+$195K	0.01%	369
2017 Q2	–	Sell	-480	Closed	-$26K	–	214
2017 Q1	$26K	Buy	+480	New	+$24.5K	﹤0.01%	339

Other funds holding CYBR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

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

Crestwood Advisors Group sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 2,412 shares — an estimated $1.08M sold.

Crestwood Advisors Group first reported a position in CYBR in Q1 2017 and held it in 10 quarters. The position peaked at $1.81M in Q2 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

Crestwood Advisors Group reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 2,412 CyberArk shares in Q1 2026, an estimated $1.08M.
Crestwood Advisors Group first reported a position in CyberArk in Q1 2017 and held it in 10 quarters.
Crestwood Advisors Group's CyberArk position peaked at $1.81M in Q2 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

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