Crewe Advisors’s GMS Inc GMS Stock Holding History

Crewe Advisors’s Portfolio GMS Stock Details GMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19	Closed	-$1.39K	–	785
2025 Q1	$1.39K	Buy	+19	New	+$1.51K	﹤0.01%	562

Other funds holding GMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Crewe Advisors's GMS Position: Q2 2025 in Review

Crewe Advisors sold out of GMS Inc (GMS) in Q2 2025, closing a stake of 19 shares — an estimated $1.39K sold.

Crewe Advisors first reported a position in GMS in Q1 2025 and held it in 1 quarter. The position peaked at $1.39K in Q1 2025. 312 funds tracked by Wall St. Rank hold GMS as of Q2 2025.

Crewe Advisors reported no remaining GMS Inc position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 19 GMS Inc shares in Q2 2025, an estimated $1.39K.
Crewe Advisors first reported a position in GMS Inc in Q1 2025 and held it in 1 quarter.
Crewe Advisors's GMS Inc position peaked at $1.39K in Q1 2025.
312 funds tracked by Wall St. Rank held GMS Inc as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.