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Crestwood Advisors Group’s State Street STT Stock Holding History

Crestwood Advisors Group’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,000
Closed -$1.18M – 513
2024
Q4 		$1.18M Hold
12,000
– – 0.02% 232
2024
Q3 		$1.06M Buy
+12,000
New +$989K 0.02% 229

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Crestwood Advisors Group reduced its State Street (STT) stake by 3.3% in Q2 2026, selling an estimated $108K and leaving 20,671 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #181.

Crestwood Advisors Group first reported a position in STT in Q2 2013 and has held it in 53 quarters since. The position peaked at $63.1M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Crestwood Advisors Group held 20,671 shares of State Street worth $3.51M as of Q2 2026.
  • Crestwood Advisors Group sold 698 State Street shares in Q2 2026, an estimated $108K.
  • State Street made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #181 holding.
  • Crestwood Advisors Group first reported a position in State Street in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's State Street position peaked at $63.1M in Q4 2021.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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