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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
18,879
Value
$3.95M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,879$3.95M0.1%+308+1.7%AddedHolders
Q1 202618,571$3.06M0.1%+1,060+6.1%AddedHolders
Q4 202517,511$3.11M0.1%+827+5.0%AddedHolders
Q3 202516,684$2.65M<0.1%+529+3.3%AddedHolders
Q2 202516,155$2.28M<0.1%+3,045+23.2%AddedHolders
Q1 202513,110$1.53M<0.1%+280+2.2%AddedHolders
Q4 202412,830$1.61M<0.1%+679+5.6%AddedHolders
Q3 202412,151$1.27M<0.1%−1,380−10.2%ReducedHolders
Q2 202413,531$1.32M<0.1%−1,252−8.5%ReducedHolders
Q1 202414,783$1.39M<0.1%−117,175−88.8%ReducedHolders
Q4 2023131,958$12.3M0.3%−6,988−5.0%ReducedHolders
Q3 2023138,946$11.3M0.3%+944+0.7%AddedHolders
Q2 2023138,002$11.8M0.4%+921+0.7%AddedHolders
Q1 2023137,081$12.0M0.4%−4,637−3.3%ReducedHolders
Q4 2022141,718$12.0M0.4%−11,097−7.3%ReducedHolders
Q3 2022152,815$12.1M0.4%+22,588+17.3%AddedHolders
Q2 2022130,227$9.90M0.3%−186−0.1%ReducedHolders
Q1 2022130,413$11.4M0.3%−1,333−1.0%ReducedHolders
Q4 2021131,746$12.9M0.3%+1,983+1.5%AddedHolders
Q3 2021129,763$12.6M0.4%−5,100−3.8%ReducedHolders
Q2 2021134,863$12.4M0.4%+95,513+242.7%AddedHolders
Q1 202139,350$3.06M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.