Crestwood Advisors Group, LLC

Position in IT — Gartner Inc

CIK 1426853 BOSTON, MA

Position in IT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,976,834

-$418,691 QoQ

Shares Held

15,251

+0.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#200

of 647 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. IT ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,976,834	15,251	+0.8%	Shares	Sole	2026-08-03
2026-03-31	$2,395,525	15,129	-11.1%	Shares	Sole	2026-05-05
2025-12-31	$4,294,310	17,022	+299.1%	Shares	Sole	2026-02-03
2025-09-30	$1,121,140	4,265	+450.3%	Shares	Sole	2025-11-07
2023-03-31	$252,471	775	+5.7%	Shares	Sole	2023-05-12
2022-12-31	$246,390	733	-8.9%	Shares	Sole	2023-02-14
2022-09-30	$222,735	805	-6.3%	Shares	Sole	2022-10-26
2022-03-31	$255,518	859	-6.9%	Shares	Sole	2022-04-12
2021-12-31	$308,577	923	-6.3%	Shares	Sole	2022-02-15
2021-09-30	$299,321	985	+4.6%	Shares	Sole	2021-11-03
2021-06-30	$228,152	942	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.