CAG
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Crestwood Advisors Group’s Marriott Vacations Worldwide VAC Stock Holding History

Crestwood Advisors Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Buy
3,206
+9
+0.3% +$721 ﹤0.01% 646
2026
Q1 		$208K Buy
+3,197
New +$198K ﹤0.01% 722

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Crestwood Advisors Group increased its Marriott Vacations Worldwide (VAC) stake by 0.28% in Q2 2026, buying an estimated $721 and bringing the position to 3,206 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Crestwood Advisors Group first reported a position in VAC in Q1 2026 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Crestwood Advisors Group held 3,206 shares of Marriott Vacations Worldwide worth $327K as of Q2 2026.
  • Crestwood Advisors Group bought 9 Marriott Vacations Worldwide shares in Q2 2026, an estimated $721.
  • Marriott Vacations Worldwide made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #646 holding.
  • Crestwood Advisors Group first reported a position in Marriott Vacations Worldwide in Q1 2026 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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