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Crestwood Advisors Group’s S&P Global SPGI Stock Holding History

Crestwood Advisors Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9M Sell
56,119
-9,886
-15% -$4.17M 0.34% 72
2026
Q1 		$28.1M Sell
66,005
-8,755
-12% -$4.06M 0.47% 56
2025
Q4 		$39.1M Sell
74,760
-3,799
-5% -$1.88M 0.65% 46
2025
Q3 		$38.2M Sell
78,559
-1,461
-2% -$782K 0.65% 50
2025
Q2 		$42.2M Sell
80,020
-43
-0.1% -$21.5K 0.76% 40
2025
Q1 		$40.7M Sell
80,063
-551
-0.7% -$282K 0.77% 39
2024
Q4 		$40.1M Buy
80,614
+779
+1% +$395K 0.75% 41
2024
Q3 		$41.2M Buy
79,835
+734
+0.9% +$363K 0.79% 40
2024
Q2 		$35.3M Buy
79,101
+1,300
+2% +$558K 0.73% 41
2024
Q1 		$33.1M Buy
77,801
+3,329
+4% +$1.44M 0.72% 44
2023
Q4 		$32.8M Buy
74,472
+415
+0.6% +$164K 0.76% 40
2023
Q3 		$27.1M Buy
74,057
+1,596
+2% +$628K 0.71% 44
2023
Q2 		$29M Buy
72,461
+572
+0.8% +$209K 0.91% 40
2023
Q1 		$24.8M Buy
71,889
+447
+0.6% +$157K 0.83% 44
2022
Q4 		$23.9M Sell
71,442
-2,821
-4% -$930K 0.81% 46
2022
Q3 		$22.7M Sell
74,263
-711
-0.9% -$254K 0.8% 46
2022
Q2 		$25.3M Sell
74,974
-49,099
-40% -$17.5M 0.85% 45
2022
Q1 		$50.9M Buy
124,073
+17,413
+16% +$7.09M 1.43% 19
2021
Q4 		$50.3M Buy
106,660
+2,707
+3% +$1.24M 1.31% 23
2021
Q3 		$44.2M Buy
103,953
+3,335
+3% +$1.45M 1.25% 28
2021
Q2 		$41.3M Buy
100,618
+5,784
+6% +$2.22M 1.2% 29
2021
Q1 		$33.5M Buy
+94,834
New +$31.6M 1.05% 37

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Crestwood Advisors Group reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $4.17M and leaving 56,119 shares worth $22.9M. The position accounts for 0.34% of the portfolio, ranked #72.

Crestwood Advisors Group first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $50.9M in Q1 2022. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Crestwood Advisors Group held 56,119 shares of S&P Global worth $22.9M as of Q2 2026.
  • Crestwood Advisors Group sold 9,886 S&P Global shares in Q2 2026, an estimated $4.17M.
  • S&P Global made up 0.34% of Crestwood Advisors Group's portfolio in Q2 2026, its #72 holding.
  • Crestwood Advisors Group first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • Crestwood Advisors Group's S&P Global position peaked at $50.9M in Q1 2022.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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