CAG
XYZ

Crestwood Advisors Group’s Block Inc XYZ Stock Holding History

Crestwood Advisors Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Buy
7,184
+2,040
+40% +$143K 0.01% 464
2026
Q1 		$310K Buy
+5,144
New +$313K 0.01% 563
2021
Q4 		– Sell
-975
Closed -$234K – 306
2021
Q3 		$234K Sell
975
-69
-7% -$17.7K 0.01% 248
2021
Q2 		$255K Buy
1,044
+72
+7% +$16.7K 0.01% 242
2021
Q1 		$221K Sell
972
-10
-1% -$2.34K 0.01% 245
2020
Q4 		$214K Buy
+982
New +$192K 0.01% 250
2020
Q1 		– Sell
-4,475
Closed -$280K – 258
2019
Q4 		$280K Sell
4,475
-150
-3% -$9.59K 0.01% 222
2019
Q3 		$287K Buy
+4,625
New +$314K 0.01% 207

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Crestwood Advisors Group increased its Block Inc (XYZ) stake by 40% in Q2 2026, buying an estimated $143K and bringing the position to 7,184 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #464.

Crestwood Advisors Group first reported a position in XYZ in Q3 2019 and has held it in 8 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Crestwood Advisors Group held 7,184 shares of Block Inc worth $546K as of Q2 2026.
  • Crestwood Advisors Group bought 2,040 Block Inc shares in Q2 2026, an estimated $143K.
  • Block Inc made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #464 holding.
  • Crestwood Advisors Group first reported a position in Block Inc in Q3 2019 and has held it in 8 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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