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Crestwood Advisors Group’s Genpact G Stock Holding History

Crestwood Advisors Group’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
8,589
+1,754
+26% +$57.6K ﹤0.01% 778
2026
Q1 		$255K Sell
6,835
-916
-12% -$37.7K ﹤0.01% 649
2025
Q4 		$363K Buy
+7,751
New +$335K 0.01% 469

Other funds holding G

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Crestwood Advisors Group increased its Genpact (G) stake by 26% in Q2 2026, buying an estimated $57.6K and bringing the position to 8,589 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Crestwood Advisors Group first reported a position in G in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 480 funds tracked by Wall St. Rank hold G as of Q2 2026.

  • Crestwood Advisors Group held 8,589 shares of Genpact worth $236K as of Q2 2026.
  • Crestwood Advisors Group bought 1,754 Genpact shares in Q2 2026, an estimated $57.6K.
  • Genpact made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #778 holding.
  • Crestwood Advisors Group first reported a position in Genpact in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Genpact position peaked at $363K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Genpact as of Q2 2026.

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