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Crestwood Advisors Group’s General Motors GM Stock Holding History

Crestwood Advisors Group’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$628K Buy
8,142
+1,009
+14% +$79.3K 0.01% 421
2026
Q1 		$531K Buy
7,133
+1,072
+18% +$85.2K 0.01% 407
2025
Q4 		$493K Buy
6,061
+1,377
+29% +$97.1K 0.01% 396
2025
Q3 		$286K Buy
+4,684
New +$261K ﹤0.01% 475

Other funds holding GM

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Crestwood Advisors Group increased its General Motors (GM) stake by 14% in Q2 2026, buying an estimated $79.3K and bringing the position to 8,142 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #421.

Crestwood Advisors Group first reported a position in GM in Q3 2025 and has held it in 4 quarters since. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Crestwood Advisors Group held 8,142 shares of General Motors worth $628K as of Q2 2026.
  • Crestwood Advisors Group bought 1,009 General Motors shares in Q2 2026, an estimated $79.3K.
  • General Motors made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #421 holding.
  • Crestwood Advisors Group first reported a position in General Motors in Q3 2025 and has held it in 4 quarters since.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

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