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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Crestwood Advisors Group increased its Goldman Sachs (GS) stake by 8.2% in Q1 2026, buying an estimated $1.1M and bringing the position to 16,357 shares worth $13.8M. The position accounts for 0.23% of the portfolio, ranked #84.

Crestwood Advisors Group first reported a position in GS in Q2 2013 and has held it in 34 quarters since. The position peaked at $14.8M in Q4 2017. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Crestwood Advisors Group held 16,357 shares of Goldman Sachs worth $13.8M as of Q1 2026.
  • Crestwood Advisors Group bought 1,233 Goldman Sachs shares in Q1 2026, an estimated $1.1M.
  • Goldman Sachs made up 0.23% of Crestwood Advisors Group's portfolio in Q1 2026, its #84 holding.
  • Crestwood Advisors Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 34 quarters since.
  • Crestwood Advisors Group's Goldman Sachs position peaked at $14.8M in Q4 2017.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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