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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
8,771
Value
$691.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of NDAQ by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,771$691.4K<0.1%+2,890+49.1%AddedHolders
Q1 20265,881$499.2K<0.1%+1,022+21.0%AddedHolders
Q4 20254,859$472.0K<0.1%−327−6.3%ReducedHolders
Q3 20255,186$458.7K<0.1%+323+6.6%AddedHolders
Q2 20254,863$434.8K<0.1%+287+6.3%AddedHolders
Q1 20254,576$347.1K<0.1%+754+19.7%AddedHolders
Q4 20243,822$295.5K<0.1%+152+4.1%AddedHolders
Q3 20243,670$267.9K<0.1%+149+4.2%AddedHolders
Q2 20243,521$212.2K<0.1%−1,432−28.9%ReducedHolders
Q1 20244,953$312.5K<0.1%+784+18.8%AddedHolders
Q4 20234,169$242.4K<0.1%−871−17.3%ReducedHolders
Q3 20235,040$244.9K<0.1%+5,040NewHolders
Q2 20230$00.0%−3,980−100.0%Sold outHolders
Q1 20233,980$217.6K<0.1%−183−4.4%ReducedHolders
Q4 20224,163$255.4K<0.1%+4,163NewHolders