Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

URI holding history

United Rentals, 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.

URI overview All 13F holders of URI Full Q2 2026 holdings

Shares (Q2 2026): 34,889
Value: $39.5M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of URI by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,889	$39.5M	0.6%	−409−1.2%	Reduced	Holders
Q1 2026	35,298	$25.7M	0.4%	−221−0.6%	Reduced	Holders
Q4 2025	35,519	$28.7M	0.5%	+30+0.1%	Added	Holders
Q3 2025	35,489	$33.9M	0.6%	+110.0%	Added	Holders
Q2 2025	35,478	$26.7M	0.5%	+23+0.1%	Added	Holders
Q1 2025	35,455	$22.2M	0.4%	−836−2.3%	Reduced	Holders
Q4 2024	36,291	$25.6M	0.5%	−183−0.5%	Reduced	Holders
Q3 2024	36,474	$29.5M	0.6%	−442−1.2%	Reduced	Holders
Q2 2024	36,916	$23.9M	0.5%	−150.0%	Reduced	Holders
Q1 2024	36,931	$26.6M	0.6%	−1,311−3.4%	Reduced	Holders
Q4 2023	38,242	$21.9M	0.5%	−875−2.2%	Reduced	Holders
Q3 2023	39,117	$17.4M	0.5%	−1,035−2.6%	Reduced	Holders
Q2 2023	40,152	$17.9M	0.6%	−667−1.6%	Reduced	Holders
Q1 2023	40,819	$16.2M	0.5%	−732−1.8%	Reduced	Holders
Q4 2022	41,551	$14.8M	0.5%	−2,602−5.9%	Reduced	Holders
Q3 2022	44,153	$11.9M	0.4%	−214−0.5%	Reduced	Holders
Q2 2022	44,367	$10.8M	0.4%	−456−1.0%	Reduced	Holders
Q1 2022	44,823	$15.9M	0.4%	−1,140−2.5%	Reduced	Holders
Q4 2021	45,963	$15.3M	0.4%	−1,032−2.2%	Reduced	Holders
Q3 2021	46,995	$16.5M	0.5%	−410−0.9%	Reduced	Holders
Q2 2021	47,405	$15.1M	0.4%	−628−1.3%	Reduced	Holders
Q1 2021	48,033	$15.8M	0.5%	–	–	Holders

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