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Crestwood Advisors Group’s Goldman Sachs GS Stock Holding History

Crestwood Advisors Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-900
Closed -$264K – 277
2022
Q3 		$264K Hold
900
– – 0.01% 229
2022
Q2 		$267K Buy
+900
New +$280K 0.01% 230

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Crestwood Advisors Group increased its Goldman Sachs (GS) stake by 5.7% in Q2 2026, buying an estimated $916K and bringing the position to 17,297 shares worth $17.5M. The position accounts for 0.26% of the portfolio, ranked #77.

Crestwood Advisors Group first reported a position in GS in Q2 2013 and has held it in 35 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Crestwood Advisors Group held 17,297 shares of Goldman Sachs worth $17.5M as of Q2 2026.
  • Crestwood Advisors Group bought 940 Goldman Sachs shares in Q2 2026, an estimated $916K.
  • Goldman Sachs made up 0.26% of Crestwood Advisors Group's portfolio in Q2 2026, its #77 holding.
  • Crestwood Advisors Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 35 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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