Position in G
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$236,197
-$18,406 QoQ
Shares Held
8,589
+25.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 474 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. G ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
34,493 | $9,699,776 | |
| 2 | III |
Information Services Group Inc.
|
819,090 | $3,366,459 | |
| 3 | ACN |
Accenture plc
|
22,291 | $2,773,892 | |
| 4 | IT |
Gartner Inc
|
15,251 | $1,976,834 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,792 | $382,364 | |
| 6 | CDW |
CDW Corp
|
2,610 | $367,070 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,118 | $291,733 | |
| 8 | GIB |
Cgi Inc
|
4,308 | $278,167 |
All Filings in G
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,197 | 8,589 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $254,603 | 6,835 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $362,591 | 7,751 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||