Skip to main content

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
81,891
Value
$10.3M
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of J by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,891$10.3M0.2%−2,446−2.9%ReducedHolders
Q1 202684,337$10.7M0.2%+1,674+2.0%AddedHolders
Q4 202582,663$10.9M0.2%+2,362+2.9%AddedHolders
Q3 202580,301$12.0M0.2%−131−0.2%ReducedHolders
Q2 202580,432$10.6M0.2%+453+0.6%AddedHolders
Q1 202579,979$9.67M0.2%−1,503−1.8%ReducedHolders
Q4 202481,482$10.9M0.2%+1,411+1.8%AddedHolders
Q3 202480,071$10.5M0.2%+224+0.3%AddedHolders
Q2 202479,847$11.2M0.2%−621−0.8%ReducedHolders
Q1 202480,468$12.4M0.3%+1,010+1.3%AddedHolders
Q4 202379,458$10.3M0.2%+641+0.8%AddedHolders
Q3 202378,817$10.8M0.3%+78,817NewHolders