CAG
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Crestwood Advisors Group’s Grand Canyon Education LOPE Stock Holding History

Crestwood Advisors Group’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,353
Closed -$230K – 902
2026
Q1 		$230K Buy
+1,353
New +$227K ﹤0.01% 685

Other funds holding LOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Grand Canyon Education (LOPE) in Q2 2026, closing a stake of 1,353 shares — an estimated $230K sold.

Crestwood Advisors Group first reported a position in LOPE in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 445 funds tracked by Wall St. Rank hold LOPE as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Grand Canyon Education position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,353 Grand Canyon Education shares in Q2 2026, an estimated $230K.
  • Crestwood Advisors Group first reported a position in Grand Canyon Education in Q1 2026 and held it in 1 quarter.
  • Crestwood Advisors Group's Grand Canyon Education position peaked at $230K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2026.

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