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Crestwood Advisors Group’s Nasdaq NDAQ Stock Holding History

Crestwood Advisors Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Buy
8,771
+2,890
+49% +$253K 0.01% 390
2026
Q1 		$499K Buy
5,881
+1,022
+21% +$91.6K 0.01% 424
2025
Q4 		$472K Sell
4,859
-327
-6% -$29.4K 0.01% 404
2025
Q3 		$459K Buy
5,186
+323
+7% +$29.9K 0.01% 378
2025
Q2 		$435K Buy
4,863
+287
+6% +$22.9K 0.01% 371
2025
Q1 		$347K Buy
4,576
+754
+20% +$59.3K 0.01% 395
2024
Q4 		$295K Buy
3,822
+152
+4% +$11.8K 0.01% 388
2024
Q3 		$268K Buy
3,670
+149
+4% +$10.2K 0.01% 385
2024
Q2 		$212K Sell
3,521
-1,432
-29% -$86.7K ﹤0.01% 408
2024
Q1 		$313K Buy
4,953
+784
+19% +$45.4K 0.01% 344
2023
Q4 		$242K Sell
4,169
-871
-17% -$45.9K 0.01% 355
2023
Q3 		$245K Buy
+5,040
New +$255K 0.01% 320
2023
Q2 		– Sell
-3,980
Closed -$218K – 263
2023
Q1 		$218K Sell
3,980
-183
-4% -$10.6K 0.01% 244
2022
Q4 		$255K Buy
+4,163
New +$259K 0.01% 234

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Crestwood Advisors Group increased its Nasdaq (NDAQ) stake by 49% in Q2 2026, buying an estimated $253K and bringing the position to 8,771 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #390.

Crestwood Advisors Group first reported a position in NDAQ in Q4 2022 and has held it in 14 quarters since. 1,077 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Crestwood Advisors Group held 8,771 shares of Nasdaq worth $691K as of Q2 2026.
  • Crestwood Advisors Group bought 2,890 Nasdaq shares in Q2 2026, an estimated $253K.
  • Nasdaq made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #390 holding.
  • Crestwood Advisors Group first reported a position in Nasdaq in Q4 2022 and has held it in 14 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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