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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Crestwood Advisors Group reduced its Chart Industries (GTLS) stake by 43% in Q1 2026, selling an estimated $470K and leaving 3,004 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #370.

Crestwood Advisors Group first reported a position in GTLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q3 2025. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • Crestwood Advisors Group held 3,004 shares of Chart Industries worth $621K as of Q1 2026.
  • Crestwood Advisors Group sold 2,268 Chart Industries shares in Q1 2026, an estimated $470K.
  • Chart Industries made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #370 holding.
  • Crestwood Advisors Group first reported a position in Chart Industries in Q1 2025 and has held it in 5 quarters since.
  • Crestwood Advisors Group's Chart Industries position peaked at $1.7M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

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