Crestwood Advisors Group, LLC

Position in MS — Morgan Stanley

CIK 1426853 BOSTON, MA

Position in MS

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,056,229

-$52,498 QoQ

Shares Held

18,571

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $56,416,541 across 11 Capital Markets names. MS ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	193,596	$14,310,615
2	GS	Goldman Sachs Group Inc	16,357	$13,837,857
3	SCHW	Schwab Charles Corp	133,394	$12,536,368
4	LAZ	Lazard, Inc.	199,155	$8,460,104
5	MS	Morgan Stanley This page	18,571	$3,056,229
6	PJT	PJT Partners Inc.	14,268	$1,993,524
7	VIRT	Virtu Financial, Inc.	27,516	$1,210,153
8	CRCL	Circle Internet Group, Inc.	3,962	$378,014

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,056,229	18,571	+6.1%	Shares	Sole	2026-05-05
2025-12-31	$3,108,727	17,511	+5.0%	Shares	Sole	2026-02-03
2025-09-30	$2,652,088	16,684	+3.3%	Shares	Sole	2025-11-07
2025-06-30	$2,275,593	16,155	+23.2%	Shares	Sole	2025-08-05
2025-03-31	$1,529,543	13,110	+2.2%	Shares	Sole	2025-05-05
2024-12-31	$1,612,987	12,830	+5.6%	Shares	Sole	2025-02-04
2024-09-30	$1,266,620	12,151	-10.2%	Shares	Sole	2024-10-30
2024-06-30	$1,315,077	13,531	-8.5%	Shares	Sole	2024-08-01
2024-03-31	$1,391,967	14,783	-88.8%	Shares	Sole	2024-05-08
2023-12-31	$12,305,083	131,958	-5.0%	Shares	Sole	2024-02-13
2023-09-30	$11,347,719	138,946	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$11,785,370	138,002	+0.7%	Shares	Sole	2023-08-15
2023-03-31	$12,035,711	137,081	-3.3%	Shares	Sole	2023-05-12
2022-12-31	$12,048,864	141,718	-7.3%	Shares	Sole	2023-02-14
2022-09-30	$12,073,913	152,815	+17.3%	Shares	Sole	2022-10-26
2022-06-30	$9,905,065	130,227	-0.1%	Shares	Sole	2022-07-07
2022-03-31	$11,398,096	130,413	-1.0%	Shares	Sole	2022-04-12
2021-12-31	$12,932,187	131,746	+1.5%	Shares	Sole	2022-02-15
2021-09-30	$12,627,237	129,763	-3.8%	Shares	Sole	2021-11-03
2021-06-30	$12,365,588	134,863	+242.7%	Shares	Sole	2021-08-13
2021-03-31	$3,055,921	39,350	+218.3%	Shares	Sole	2021-04-21
2020-12-31	$847,099	12,361	+3.7%	Shares	Sole	2021-02-09
2020-09-30	$576,138	11,916	-1.6%	Shares	Sole	2020-10-06
2020-06-30	$584,671	12,105	-62.0%	Shares	Sole	2020-08-14
2020-03-31	$1,083,240	31,860	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.