Crestwood Advisors Group’s Niagen Bioscience NAGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,857	Closed	-$81.8K	–	544
2025 Q1	$81.8K	Buy	11,857 +86	+0.7%	+$540	﹤0.01%	492
2024 Q4	$62.4K	Sell	11,771 -120	-1%	-$657	﹤0.01%	455
2024 Q3	$43.4K	Sell	11,891 -154	-1%	-$485	﹤0.01%	441
2024 Q2	$32.9K	Sell	12,045 -9,903	-45%	-$33.1K	﹤0.01%	423
2024 Q1	$76.4K	Sell	21,948 -75	-0.3%	-$139	﹤0.01%	413
2023 Q4	$31.5K	Hold	22,023	–	–	﹤0.01%	403
2023 Q3	$32.2K	Hold	22,023	–	–	﹤0.01%	364
2023 Q2	$34.6K	Hold	22,023	–	–	﹤0.01%	253
2023 Q1	$33.7K	Sell	22,023 -15,902	-42%	-$28.3K	﹤0.01%	257
2022 Q4	$63.7K	Hold	37,925	–	–	﹤0.01%	258
2022 Q3	$47K	Buy	37,925 +1,641	+5%	+$2.64K	﹤0.01%	261
2022 Q2	$61K	Buy	36,284 +1,925	+6%	+$3.77K	﹤0.01%	258
2022 Q1	$85K	Buy	+34,359	New	+$93.9K	﹤0.01%	278

Other funds holding NAGE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Crestwood Advisors Group's NAGE Position: Q2 2025 in Review

Crestwood Advisors Group sold out of Niagen Bioscience (NAGE) in Q2 2025, closing a stake of 11,857 shares — an estimated $81.8K sold.

Crestwood Advisors Group first reported a position in NAGE in Q1 2022 and held it in 13 quarters. The position peaked at $85K in Q1 2022. 155 funds tracked by Wall St. Rank hold NAGE as of Q2 2025.

Crestwood Advisors Group reported no remaining Niagen Bioscience position as of Q2 2025 after selling out during the quarter.
Crestwood Advisors Group sold 11,857 Niagen Bioscience shares in Q2 2025, an estimated $81.8K.
Crestwood Advisors Group first reported a position in Niagen Bioscience in Q1 2022 and held it in 13 quarters.
Crestwood Advisors Group's Niagen Bioscience position peaked at $85K in Q1 2022.
155 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2025.

Based on Crestwood Advisors Group's 13F filing for Q2 2025, filed 5 Aug 2025.