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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

CMA holding history

Comerica Inc in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2023
Holdings of CMA by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,465−100.0%Sold outHolders
Q4 20254,465$388.2K<0.1%+432+10.7%AddedHolders
Q3 20254,033$276.4K<0.1%+179+4.6%AddedHolders
Q2 20253,854$229.9K<0.1%−213−5.2%ReducedHolders
Q1 20254,067$240.2K<0.1%+41+1.0%AddedHolders
Q4 20244,026$249.0K<0.1%+16+0.4%AddedHolders
Q3 20244,010$240.2K<0.1%+4,010NewHolders
Q2 20240$00.0%−6,050−100.0%Sold outHolders
Q1 20246,050$332.7K<0.1%−16−0.3%ReducedHolders
Q4 20236,066$338.5K<0.1%+816+15.5%AddedHolders
Q3 20235,250$218.1K<0.1%+5,250NewHolders