CAG
VMRK

Crestwood Advisors Group’s Vivmark Residential VMRK Stock Holding History

Crestwood Advisors Group’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
3,917
+449
+13% +$29.1K ﹤0.01% 728
2026
Q1 		$205K Buy
+3,468
New +$214K ﹤0.01% 729

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Crestwood Advisors Group increased its Vivmark Residential (VMRK) stake by 13% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,917 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Crestwood Advisors Group first reported a position in VMRK in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Crestwood Advisors Group held 3,917 shares of Vivmark Residential worth $266K as of Q2 2026.
  • Crestwood Advisors Group bought 449 Vivmark Residential shares in Q2 2026, an estimated $29.1K.
  • Vivmark Residential made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #728 holding.
  • Crestwood Advisors Group first reported a position in Vivmark Residential in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

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