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Crestwood Advisors Group’s Morgan Stanley MS Stock Holding History

Crestwood Advisors Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
18,879
+308
+2% +$61K 0.06% 171
2026
Q1 		$3.06M Buy
18,571
+1,060
+6% +$184K 0.05% 189
2025
Q4 		$3.11M Buy
17,511
+827
+5% +$138K 0.05% 179
2025
Q3 		$2.65M Buy
16,684
+529
+3% +$78.1K 0.05% 185
2025
Q2 		$2.28M Buy
16,155
+3,045
+23% +$374K 0.04% 194
2025
Q1 		$1.53M Buy
13,110
+280
+2% +$36.1K 0.03% 222
2024
Q4 		$1.61M Buy
12,830
+679
+6% +$83.6K 0.03% 208
2024
Q3 		$1.27M Sell
12,151
-1,380
-10% -$139K 0.02% 214
2024
Q2 		$1.32M Sell
13,531
-1,252
-8% -$119K 0.03% 201
2024
Q1 		$1.39M Sell
14,783
-117,175
-89% -$10.3M 0.03% 196
2023
Q4 		$12.3M Sell
131,958
-6,988
-5% -$559K 0.29% 73
2023
Q3 		$11.3M Buy
138,946
+944
+0.7% +$82K 0.3% 78
2023
Q2 		$11.8M Buy
138,002
+921
+0.7% +$78.8K 0.37% 61
2023
Q1 		$12M Sell
137,081
-4,637
-3% -$433K 0.4% 66
2022
Q4 		$12M Sell
141,718
-11,097
-7% -$946K 0.41% 66
2022
Q3 		$12.1M Buy
152,815
+22,588
+17% +$1.9M 0.43% 66
2022
Q2 		$9.9M Sell
130,227
-186
-0.1% -$15.2K 0.33% 73
2022
Q1 		$11.4M Sell
130,413
-1,333
-1% -$129K 0.32% 72
2021
Q4 		$12.9M Buy
131,746
+1,983
+2% +$198K 0.34% 67
2021
Q3 		$12.6M Sell
129,763
-5,100
-4% -$505K 0.36% 70
2021
Q2 		$12.4M Buy
134,863
+95,513
+243% +$8.19M 0.36% 72
2021
Q1 		$3.06M Buy
39,350
+26,989
+218% +$2.07M 0.1% 107
2020
Q4 		$847K Buy
12,361
+445
+4% +$25.5K 0.03% 155
2020
Q3 		$576K Sell
11,916
-189
-2% -$9.52K 0.02% 159
2020
Q2 		$585K Sell
12,105
-19,755
-62% -$830K 0.02% 152
2020
Q1 		$1.08M Sell
31,860
-578
-2% -$27.2K 0.05% 112
2019
Q4 		$1.66M Sell
32,438
-300
-0.9% -$14.2K 0.07% 114
2019
Q3 		$1.4M Sell
32,738
-200
-0.6% -$8.55K 0.06% 115
2019
Q2 		$1.44M Buy
+32,938
New +$1.47M 0.07% 117

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Crestwood Advisors Group increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $61K and bringing the position to 18,879 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #171.

Crestwood Advisors Group first reported a position in MS in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.9M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Crestwood Advisors Group held 18,879 shares of Morgan Stanley worth $3.95M as of Q2 2026.
  • Crestwood Advisors Group bought 308 Morgan Stanley shares in Q2 2026, an estimated $61K.
  • Morgan Stanley made up 0.06% of Crestwood Advisors Group's portfolio in Q2 2026, its #171 holding.
  • Crestwood Advisors Group first reported a position in Morgan Stanley in Q2 2019 and has held it in 29 quarters since.
  • Crestwood Advisors Group's Morgan Stanley position peaked at $12.9M in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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