13F Filings History of Crestwood Advisors Group, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$6,003,654,241
Signature - Title
Brigette Houghton - Operations Specialist
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Crestwood Advisors Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crestwood Advisors Group, LLC reported 693 stock holdings with total value $6,003,654,241 as of Q4 2025. Top holdings included AAPL, MSFT, IVV, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 693 $6,003,654,241 +$421,617,093 -$394,295,735 +$27,321,358 AAPL, MSFT, IVV, GOOGL, AMZN 13F-HR 03 Feb 2026, 12:19
Q3 2025 569 $5,874,079,578 +$257,101,244 -$249,082,267 +$8,018,977 AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 07 Nov 2025, 12:38
Q2 2025 530 $5,580,416,762 +$197,128,093 -$221,253,347 -$24,125,254 AAPL, MSFT, AMZN, META, GOOGL 13F-HR 05 Aug 2025, 12:40
Q1 2025 495 $5,260,621,549 +$323,408,454 -$186,815,724 +$136,592,730 AAPL, MSFT, AMZN, FI, BRKB 13F-HR 05 May 2025, 14:19
Q4 2024 456 $5,332,574,006 +$210,096,732 -$113,801,979 +$96,294,753 AAPL, MSFT, AMZN, GOOGL, FI 13F-HR 04 Feb 2025, 11:46
Q3 2024 442 $5,234,324,960 +$322,878,599 -$142,386,196 +$180,492,403 AAPL, MSFT, AMZN, GOOGL, FI 13F-HR 30 Oct 2024, 17:21
Q2 2024 425 $4,834,551,105 +$285,392,016 -$105,178,982 +$180,213,034 AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 01 Aug 2024, 11:29
Q1 2024 418 $4,580,342,018 +$175,211,656 -$175,195,524 +$16,132 MSFT, AAPL, AMZN, GOOGL, FI 13F-HR 08 May 2024, 11:05
Q4 2023 405 $4,291,851,758 +$142,797,613 -$103,208,964 +$39,588,649 AAPL, MSFT, AMZN, HD, GOOGL Restatement 13 Feb 2024, 15:26
Q3 2023 365 $3,812,840,591 +$828,041,141 -$86,824,324 +$741,216,817 AAPL, MSFT, AMZN, HD, GOOGL 13F-HR 15 Nov 2023, 09:44
Q2 2023 254 $3,181,367,711 +$226,519,711 -$295,063,183 -$68,543,472 AAPL, MSFT, AMZN, V, FI 13F-HR 15 Aug 2023, 11:01
Q1 2023 258 $3,001,639,395 +$182,455,524 -$276,613,036 -$94,157,512 AAPL, MSFT, V, FI, AMZN 13F-HR 12 May 2023, 16:20
Q4 2022 265 $2,936,208,634 +$89,879,516 -$164,367,649 -$74,488,133 AAPL, MSFT, JNJ, HD, V 13F-HR 14 Feb 2023, 11:26
Q3 2022 262 $2,817,628,000 +$170,787,668 -$87,760,521 +$83,027,147 AAPL, MSFT, JNJ, V, HD 13F-HR 26 Oct 2022, 13:20
Q2 2022 262 $2,968,520,000 +$208,235,065 -$188,455,422 +$19,779,643 AAPL, MSFT, ACN, JNJ, V 13F-HR 06 Jul 2022, 17:54
Q1 2022 286 $3,563,370,000 +$168,195,346 -$163,494,934 +$4,700,412 AAPL, MSFT, ACN, BX, IEFA 13F-HR 12 Apr 2022, 08:48
Q4 2021 297 $3,851,339,000 +$156,518,775 -$160,132,865 -$3,614,090 AAPL, MSFT, ACN, MUB, IEFA 13F-HR 15 Feb 2022, 09:54
Q3 2021 268 $3,529,898,000 +$104,886,614 -$70,048,690 +$34,837,924 AAPL, MSFT, MUB, IEFA, ACN 13F-HR 03 Nov 2021, 15:18
Q2 2021 271 $3,455,662,000 +$141,720,938 -$60,466,092 +$81,254,846 AAPL, MSFT, MUB, V, IEFA 13F-HR 13 Aug 2021, 14:32
Q1 2021 262 $3,181,066,000 +$176,631,276 -$133,819,291 +$42,811,985 AAPL, MSFT, MUB, IEFA, V 13F-HR 21 Apr 2021, 16:44
Q4 2020 267 $3,032,259,000 +$158,351,133 -$85,924,691 +$72,426,442 AAPL, MSFT, MUB, V, AMZN 13F-HR 09 Feb 2021, 11:45
Q3 2020 239 $2,662,957,000 +$191,035,072 -$73,290,741 +$117,744,331 AAPL, MSFT, MUB, V, AMZN 13F-HR 06 Oct 2020, 16:23
Q2 2020 239 $2,497,471,000 +$190,469,129 -$98,611,231 +$91,857,898 AAPL, MSFT, MUB, V, AMZN 13F-HR 14 Aug 2020, 15:33
Q1 2020 224 $2,008,102,000 +$128,261,203 -$211,174,929 -$82,913,726 AAPL, MSFT, MUB, V, AMZN 13F-HR 15 May 2020, 11:01
Q4 2019 257 $2,523,217,000 +$76,118,393 -$28,119,662 +$47,998,731 AAPL, MSFT, MUB, V, IJR 13F-HR 12 Feb 2020, 15:42
Q3 2019 257 $2,273,883,000 +$85,220,305 -$52,989,122 +$32,231,183 AAPL, MSFT, MUB, V, AMZN 13F-HR 13 Nov 2019, 16:03
Q2 2019 242 $2,208,017,000 +$860,259,257 -$90,980,154 +$769,279,103 MSFT, MUB, AAPL, V, AMZN 13F-HR 14 Aug 2019, 11:01
Q1 2019 179 $1,396,119,000 +$78,207,400 -$73,974,228 +$4,233,172 MUB, MSFT, AAPL, JPIN, EFA 13F-HR 09 May 2019, 15:24
Q4 2018 163 $1,255,874,000 +$179,190,202 -$144,528,475 +$34,661,727 MUB, MSFT, JPIN, EFA, AAPL 13F-HR 14 Feb 2019, 13:27
Q3 2018 174 $1,423,895,000 +$22,732,868 -$18,263,124 +$4,469,744 IEFA, AAPL, MUB, STT, MSFT 13F-HR 14 Nov 2018, 18:18
Q2 2018 176 $1,347,553,000 +$65,379,992 -$20,343,243 +$45,036,749 IEFA, MUB, AAPL, STT, MSFT 13F-HR 14 Aug 2018, 13:20
Q1 2018 178 $1,275,498,000 +$107,264,380 -$87,704,824 +$19,559,556 IEFA, STT, MUB, AAPL, MSFT 13F-HR 14 May 2018, 16:59
Q4 2017 191 $1,257,116,000 +$81,008,795 -$23,570,908 +$57,437,887 IEFA, STT, MUB, AAPL, MSFT 13F-HR 11 Jan 2018, 15:11
Q3 2017 164 $1,163,579,000 +$38,109,742 -$68,252,418 -$30,142,676 IEFA, STT, MUB, AAPL, IVV 13F-HR 20 Nov 2017, 10:20
Q2 2017 157 $1,172,095,000 +$72,040,088 -$41,388,713 +$30,651,375 IEFA, STT, MUB, AAPL, IVV 13F-HR 31 Jul 2017, 10:48
Q1 2017 515 $1,111,905,000 +$253,416,654 -$209,781,601 +$43,635,053 STT, IEFA, AAPL, IVV, MSFT Restatement 03 May 2017, 17:09
Q4 2016 163 $1,032,816,000 +$198,755,410 -$27,140,119 +$171,615,291 IEFA, STT, IVV, AAPL, Hartford International Value Y 13F-HR 12 Jan 2017, 16:27
Q3 2016 129 $836,236,000 +$48,625,154 -$43,916,901 +$4,708,253 IEFA, STT, AAPL, IVV, MSFT 13F-HR 03 Nov 2016, 16:48
Q2 2016 134 $809,267,000 +$26,803,555 -$80,694,223 -$53,890,668 IEFA, STT, IVV, AAPL, JNJ 13F-HR 15 Aug 2016, 15:58
Q1 2016 139 $847,588,000 +$92,411,756 -$88,631,613 +$3,780,143 IEFA, STT, AAPL, IVV, EFA 13F-HR 16 May 2016, 16:44
Q4 2015 150 $828,920,000 +$107,739,999 -$72,445,927 +$35,294,072 EFA, STT, IEFA, AAPL, IVV 13F-HR 12 Feb 2016, 14:58
Q3 2015 142 $770,035,000 +$102,041,875 -$38,700,093 +$63,341,782 STT, IEFA, AAPL, EFA, ILCB 13F-HR 16 Nov 2015, 14:23
Q2 2015 155 $751,066,000 +$109,621,253 -$50,208,292 +$59,412,961 IEFA, STT, AAPL, ILCB, VIG 13F-HR 13 Aug 2015, 13:34
Q1 2015 146 $701,747,000 +$83,160,974 -$45,299,528 +$37,861,446 STT, AAPL, ILCB, VIG, WLY 13F-HR 11 May 2015, 16:44
Q4 2014 146 $664,387,000 +$34,558,422 -$38,204,560 -$3,646,138 STT, ILCB, VIG, AAPL, BRKB 13F-HR 18 Feb 2015, 14:06
Q3 2014 126 $638,717,000 +$25,991,022 -$19,630,758 +$6,360,264 STT, ILCB, VIG, ECON, DGS 13F-HR 16 Oct 2014, 07:18
Q2 2014 122 $626,555,000 +$55,273,408 -$46,853,642 +$8,419,766 STT, ECON, VIG, ILCB, DGS 13F-HR 01 Aug 2014, 17:22
Q1 2014 117 $612,256,000 +$72,409,695 -$91,902,157 -$19,492,462 STT, ECON, VIG, ILCB, DGS 13F-HR 14 Apr 2014, 08:02
Q4 2013 122 $626,459,000 $0 $0 $0 STT, ECON, EBND, DGS, DEM 13F-HR 13 Feb 2014, 06:37