Crestwood Advisors Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204M Sell
1,021,922
-964
-0.1% -$198K 3.03% 4
2026
Q1
$178M Buy
1,022,886
+177,743
+21% +$32.6M 3% 5
2025
Q4
$158M Buy
845,143
+82,142
+11% +$15.3M 2.63% 6
2025
Q3
$142M Buy
763,001
+189,084
+33% +$33M 2.42% 6
2025
Q2
$90.7M Buy
573,917
+79,933
+16% +$10.1M 1.62% 11
2025
Q1
$53.5M Buy
493,984
+160,242
+48% +$20.3M 1.02% 32
2024
Q4
$44.8M Buy
333,742
+6,685
+2% +$921K 0.84% 36
2024
Q3
$39.7M Buy
327,057
+28,756
+10% +$3.4M 0.76% 44
2024
Q2
$36.9M Buy
298,301
+85,961
+40% +$8.69M 0.76% 38
2024
Q1
$19.2M Buy
212,340
+37,470
+21% +$2.72M 0.42% 68
2023
Q4
$8.66M Buy
174,870
+11,140
+7% +$516K 0.2% 90
2023
Q3
$7.12M Buy
163,730
+90,150
+123% +$4.04M 0.19% 96
2023
Q2
$3.11M Buy
73,580
+5,070
+7% +$168K 0.1% 98
2023
Q1
$1.9M Sell
68,510
-7,110
-9% -$154K 0.06% 109
2022
Q4
$1.11M Buy
75,620
+6,920
+10% +$101K 0.04% 136
2022
Q3
$834K Buy
68,700
+4,280
+7% +$67.7K 0.03% 149
2022
Q2
$977K Sell
64,420
-960
-1% -$18.1K 0.03% 148
2022
Q1
$1.78M Sell
65,380
-4,440
-6% -$111K 0.05% 125
2021
Q4
$2.05M Sell
69,820
-4,780
-6% -$132K 0.05% 122
2021
Q3
$1.54M Buy
74,600
+360
+0.5% +$7.47K 0.04% 133
2021
Q2
$1.49M Buy
74,240
+520
+0.7% +$8.34K 0.04% 133
2021
Q1
$984K Buy
73,720
+5,440
+8% +$73.1K 0.03% 153
2020
Q4
$891K Buy
68,280
+10,920
+19% +$146K 0.03% 150
2020
Q3
$776K Sell
57,360
-81,520
-59% -$949K 0.03% 140
2020
Q2
$1.32M Sell
138,880
-1,080
-0.8% -$8.74K 0.05% 113
2020
Q1
$922K Sell
139,960
-15,760
-10% -$99.4K 0.05% 117
2019
Q4
$916K Buy
155,720
+18,520
+13% +$96.3K 0.04% 140
2019
Q3
$597K Sell
137,200
-3,200
-2% -$13.5K 0.03% 156
2019
Q2
$576K Buy
140,400
+94,760
+208% +$393K 0.03% 153
2019
Q1
$205K Buy
+45,640
New +$177K 0.01% 166
2018
Q4
Sell
-63,560
Closed -$447K 176
2018
Q3
$447K Sell
63,560
-1,040
-2% -$6.76K 0.03% 108
2018
Q2
$414K Buy
64,600
+13,520
+26% +$82.1K 0.03% 114
2018
Q1
$296K Buy
51,080
+1,280
+3% +$7.52K 0.02% 132
2017
Q4
$241K Hold
49,800
0.02% 159
2017
Q3
$223K Hold
49,800
0.02% 140
2017
Q2
$205K Buy
49,800
+27,000
+118% +$85.8K 0.02% 143
2017
Q1
$59K Buy
+22,800
New +$60.7K 0.01% 236

Other funds holding NVDA

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

Crestwood Advisors Group reduced its NVIDIA (NVDA) stake by 0.09% in Q2 2026, selling an estimated $198K and leaving 1,021,922 shares worth $204M. The position accounts for 3.03% of the portfolio, ranked #4.

Crestwood Advisors Group first reported a position in NVDA in Q1 2017 and has held it in 37 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Crestwood Advisors Group held 1,021,922 shares of NVIDIA worth $204M as of Q2 2026.
  • Crestwood Advisors Group sold 964 NVIDIA shares in Q2 2026, an estimated $198K.
  • NVIDIA made up 3.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #4 holding.
  • Crestwood Advisors Group first reported a position in NVIDIA in Q1 2017 and has held it in 37 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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