Crestwood Advisors Group’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Buy	30,793 +9,694	+46%	+$131K	0.01%	549
2026 Q1	$243K	Buy	21,099 +3,379	+19%	+$44.5K	﹤0.01%	667
2025 Q4	$232K	Buy	17,720 +5,159	+41%	+$66.5K	﹤0.01%	614
2025 Q3	$150K	Buy	12,561 +2,410	+24%	+$27.8K	﹤0.01%	561
2025 Q2	$110K	Sell	10,151 -4,092	-29%	-$41.7K	﹤0.01%	525
2025 Q1	$143K	Buy	14,243 +2,698	+23%	+$26.4K	﹤0.01%	487
2024 Q4	$114K	Sell	11,545 -1,994	-15%	-$21.3K	﹤0.01%	453
2024 Q3	$143K	Sell	13,539 -64,330	-83%	-$736K	﹤0.01%	437
2024 Q2	$976K	Buy	77,869 +65,572	+533%	+$811K	0.02%	222
2024 Q1	$163K	Buy	12,297 +1,343	+12%	+$16.3K	﹤0.01%	411
2023 Q4	$134K	Sell	10,954 -12,311	-53%	-$137K	﹤0.01%	396
2023 Q3	$289K	Buy	+23,265	New	+$302K	0.01%	299
2023 Q2	–	Sell	-12,257	Closed	-$154K	–	260
2023 Q1	$154K	Sell	12,257 -4,149	-25%	-$52K	0.01%	250
2022 Q4	$191K	Sell	16,406 -3,785	-19%	-$48.6K	0.01%	253
2022 Q3	$226K	Sell	20,191 -2,999	-13%	-$42K	0.01%	241
2022 Q2	$258K	Sell	23,190 -13,599	-37%	-$186K	0.01%	233
2022 Q1	$622K	Sell	36,789 -24	-0.1%	-$456	0.02%	192
2021 Q4	$765K	Buy	36,813 +23,350	+173%	+$430K	0.02%	180
2021 Q3	$191K	Buy	13,463 +2,200	+20%	+$29.9K	0.01%	262
2021 Q2	$167K	Buy	11,263 +650	+6%	+$8.64K	﹤0.01%	265
2021 Q1	$130K	Buy	10,613 +392	+4%	+$4.49K	﹤0.01%	256
2020 Q4	$90K	Sell	10,221 -3,479	-25%	-$29.1K	﹤0.01%	262
2020 Q3	$91K	Buy	13,700 +2,200	+19%	+$14.9K	﹤0.01%	231
2020 Q2	$70K	Hold	11,500	–	–	﹤0.01%	231
2020 Q1	$56K	Hold	11,500	–	–	﹤0.01%	217
2019 Q4	$107K	Hold	11,500	–	–	﹤0.01%	249
2019 Q3	$105K	Hold	11,500	–	–	﹤0.01%	248
2019 Q2	$118K	Hold	11,500	–	–	0.01%	232
2019 Q1	$101K	Hold	11,500	–	–	0.01%	172
2018 Q4	$88K	Sell	11,500 -1,400	-11%	-$12.5K	0.01%	156
2018 Q3	$119K	Sell	12,900 -1,500	-10%	-$15K	0.01%	166
2018 Q2	$136K	Sell	14,400 -2,000	-12%	-$22.9K	0.01%	168
2018 Q1	$182K	Hold	16,400	–	–	0.01%	166
2017 Q4	$205K	Hold	16,400	–	–	0.02%	172
2017 Q3	$196K	Hold	16,400	–	–	0.02%	151
2017 Q2	$183K	Sell	16,400 -1,100	-6%	-$12.3K	0.02%	147
2017 Q1	$191K	Sell	17,500 -1,500	-8%	-$18.6K	0.02%	143
2016 Q4	$230K	Hold	19,000	–	–	0.02%	142
2016 Q3	$229K	Hold	19,000	–	–	0.03%	118
2016 Q2	$239K	Hold	19,000	–	–	0.03%	119
2016 Q1	$256K	Hold	19,000	–	–	0.03%	116
2015 Q4	$268K	Sell	19,000 -246	-1%	-$3.56K	0.03%	122
2015 Q3	$261K	Sell	19,246 -6,300	-25%	-$90K	0.03%	120
2015 Q2	$383K	Hold	25,546	–	–	0.05%	104
2015 Q1	$412K	Hold	25,546	–	–	0.06%	91
2014 Q4	$396K	Hold	25,546	–	–	0.06%	88
2014 Q3	$378K	Buy	25,546 +2,000	+8%	+$34.2K	0.06%	85
2014 Q2	$406K	Hold	23,546	–	–	0.06%	83
2014 Q1	$367K	Buy	23,546 +1,694	+8%	+$26.2K	0.06%	87
2013 Q4	$337K	Sell	21,852 -848	-4%	-$14.2K	0.05%	92
2013 Q3	$383K	Buy	22,700 +4,700	+26%	+$79.4K	0.07%	85
2013 Q2	$278K	Buy	+18,000	New	+$258K	0.05%	106

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Crestwood Advisors Group increased its Ford (F) stake by 46% in Q2 2026, buying an estimated $131K and bringing the position to 30,793 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #549.

Crestwood Advisors Group first reported a position in F in Q2 2013 and has held it in 52 quarters since. The position peaked at $976K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

Crestwood Advisors Group held 30,793 shares of Ford worth $428K as of Q2 2026.
Crestwood Advisors Group bought 9,694 Ford shares in Q2 2026, an estimated $131K.
Ford made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #549 holding.
Crestwood Advisors Group first reported a position in Ford in Q2 2013 and has held it in 52 quarters since.
Crestwood Advisors Group's Ford position peaked at $976K in Q2 2024.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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