Crestwood Advisors Group’s NVIDIA NVDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-47,000	Closed	-$8.77M	–	705
2025 Q3	$8.77M	Buy	+47,000	New	+$8.19M	0.15%	110

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 5,991 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.
5,991 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.