CAG
GTLS

Crestwood Advisors Group’s Chart Industries GTLS Stock Holding History

Crestwood Advisors Group’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
1,414
-1,590
-53% -$330K ﹤0.01% 689
2026
Q1 		$621K Sell
3,004
-2,268
-43% -$470K 0.01% 370
2025
Q4 		$1.09M Sell
5,272
-3,199
-38% -$648K 0.02% 273
2025
Q3 		$1.7M Sell
8,471
-35
-0.4% -$6.65K 0.03% 229
2025
Q2 		$1.4M Sell
8,506
-936
-10% -$137K 0.03% 243
2025
Q1 		$1.36M Buy
+9,442
New +$1.74M 0.03% 239

Other funds holding GTLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Crestwood Advisors Group reduced its Chart Industries (GTLS) stake by 53% in Q2 2026, selling an estimated $330K and leaving 1,414 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Crestwood Advisors Group first reported a position in GTLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q3 2025. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • Crestwood Advisors Group held 1,414 shares of Chart Industries worth $295K as of Q2 2026.
  • Crestwood Advisors Group sold 1,590 Chart Industries shares in Q2 2026, an estimated $330K.
  • Chart Industries made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #689 holding.
  • Crestwood Advisors Group first reported a position in Chart Industries in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Chart Industries position peaked at $1.7M in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

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