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Crestwood Advisors Group’s MSCI MSCI Stock Holding History

Crestwood Advisors Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588K Buy
1,051
+70
+7% +$40.8K 0.01% 442
2026
Q1 		$529K Buy
981
+346
+54% +$195K 0.01% 409
2025
Q4 		$364K Sell
635
-34
-5% -$19.1K 0.01% 465
2025
Q3 		$380K Buy
669
+9
+1% +$5.09K 0.01% 409
2025
Q2 		$381K Buy
660
+136
+26% +$75.3K 0.01% 394
2025
Q1 		$296K Buy
524
+32
+7% +$18.6K 0.01% 427
2024
Q4 		$295K Buy
492
+50
+11% +$30K 0.01% 389
2024
Q3 		$258K Buy
+442
New +$240K ﹤0.01% 393

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Crestwood Advisors Group increased its MSCI (MSCI) stake by 7.1% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,051 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #442.

Crestwood Advisors Group first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Crestwood Advisors Group held 1,051 shares of MSCI worth $588K as of Q2 2026.
  • Crestwood Advisors Group bought 70 MSCI shares in Q2 2026, an estimated $40.8K.
  • MSCI made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #442 holding.
  • Crestwood Advisors Group first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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