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WASH icon

Crestwood Advisors Group’s Washington Trust Bancorp WASH Stock Holding History

Crestwood Advisors Group’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15M Hold
94,221
– – 0.05% 184
2025
Q4 		$2.78M Sell
94,221
-2,939
-3% -$83.6K 0.05% 186
2025
Q3 		$2.81M Hold
97,160
– – 0.05% 179
2025
Q2 		$2.75M Buy
97,160
+2,019
+2% +$56.2K 0.05% 177
2025
Q1 		$2.94M Hold
95,141
– – 0.06% 170
2024
Q4 		$2.98M Sell
95,141
-262
-0.3% -$9.09K 0.06% 157
2024
Q3 		$3.07M Hold
95,403
– – 0.06% 153
2024
Q2 		$2.61M Hold
95,403
– – 0.05% 152
2024
Q1 		$2.56M Hold
95,403
– – 0.06% 153
2023
Q4 		$3.09M Hold
95,403
– – 0.07% 143
2023
Q3 		$2.51M Buy
+95,403
New +$2.72M 0.07% 142

Other funds holding WASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DMC
Drexel Morgan & Co Radnor, Pennsylvania $682M AUM 21.01% 1-Year Est. Return