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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

IQV holding history

IQVIA Holdings 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.

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
12,148
Value
$2.35M
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of IQV by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,148$2.35M<0.1%−67,903−84.8%ReducedHolders
Q1 202680,051$13.7M0.2%−37,414−31.9%ReducedHolders
Q4 2025117,465$26.5M0.4%−14,169−10.8%ReducedHolders
Q3 2025131,634$25.0M0.4%+19,022+16.9%AddedHolders
Q2 2025112,612$17.7M0.3%−18,425−14.1%ReducedHolders
Q1 2025131,037$23.1M0.4%+35,721+37.5%AddedHolders
Q4 202495,316$18.7M0.4%−76,979−44.7%ReducedHolders
Q3 2024172,295$40.8M0.8%+12,050+7.5%AddedHolders
Q2 2024160,245$33.9M0.7%+160,245NewHolders