Crestwood Advisors Group’s Loews L Stock Holding History

Crestwood Advisors Group’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Buy	4,306 +1,022	+31%	+$111K	0.01%	495
2026 Q1	$351K	Buy	3,284 +555	+20%	+$59.4K	0.01%	524
2025 Q4	$287K	Buy	2,729 +520	+24%	+$53.7K	﹤0.01%	533
2025 Q3	$222K	Buy	+2,209	New	+$209K	﹤0.01%	531
2017 Q2	–	Sell	-1,500	Closed	-$71K	–	313
2017 Q1	$71K	Buy	+1,500	New	+$70.1K	0.01%	217

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Crestwood Advisors Group increased its Loews (L) stake by 31% in Q2 2026, buying an estimated $111K and bringing the position to 4,306 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #495.

Crestwood Advisors Group first reported a position in L in Q1 2017 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Crestwood Advisors Group held 4,306 shares of Loews worth $487K as of Q2 2026.
Crestwood Advisors Group bought 1,022 Loews shares in Q2 2026, an estimated $111K.
Loews made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #495 holding.
Crestwood Advisors Group first reported a position in Loews in Q1 2017 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

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