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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
319,578
Value
$109.6M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of V by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319,578$109.6M1.6%−4,766−1.5%ReducedHolders
Q1 2026324,344$98.0M1.6%+5,492+1.7%AddedHolders
Q4 2025318,852$111.8M1.9%−16,002−4.8%ReducedHolders
Q3 2025334,854$114.3M1.9%−8,600−2.5%ReducedHolders
Q2 2025343,454$121.9M2.2%−473−0.1%ReducedHolders
Q1 2025343,927$120.5M2.3%+312+0.1%AddedHolders
Q4 2024343,615$108.6M2.0%+1,198+0.3%AddedHolders
Q3 2024342,417$94.1M1.8%−253−0.1%ReducedHolders
Q2 2024342,670$89.9M1.9%+3,802+1.1%AddedHolders
Q1 2024338,868$94.6M2.1%+3,170+0.9%AddedHolders
Q4 2023335,698$87.4M2.0%+3,001+0.9%AddedHolders
Q3 2023332,697$76.5M2.0%−310−0.1%ReducedHolders
Q2 2023333,007$79.1M2.5%−13,364−3.9%ReducedHolders
Q1 2023346,371$78.1M2.6%−23,099−6.3%ReducedHolders
Q4 2022369,470$76.8M2.6%−26,056−6.6%ReducedHolders
Q3 2022395,526$70.3M2.5%+1,540+0.4%AddedHolders
Q2 2022393,986$77.6M2.6%+10,975+2.9%AddedHolders
Q1 2022383,011$84.9M2.4%+1,986+0.5%AddedHolders
Q4 2021381,025$82.6M2.1%−12,845−3.3%ReducedHolders
Q3 2021393,870$87.7M2.5%+4,104+1.1%AddedHolders
Q2 2021389,766$91.1M2.6%+3,654+0.9%AddedHolders
Q1 2021386,112$81.8M2.6%––Holders

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