Back to VAC

Crestwood Advisors Group, LLC → VAC

Crestwood Advisors Group, LLC VAC Position History

Marriott Vacations Worldwide Corporation • Consumer Cyclical

Quarters held
3
Latest value
$355K
Q3 2026
Peak value
$355K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$208K
Q2 2026$327K
Q3 2026$355K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$355K3.5K——
Q2 2026$327K3.2K——
Q1 2026$208K3.2K——

Other funds holding VAC

Other Crestwood Advisors Group, LLC positions

AAPL

APPLE INC COM

$449M
AAPL

APPLE INC COM

$395.8M
ETHA

ISHARES CORE S&P 500 ETF

$386.2M
AAPL

APPLE INC COM

$375M
AAPL

APPLE INC COM

$357.9M
ETHA

ISHARES CORE S&P 500 ETF

$355.5M
AAPL

APPLE INC COM

$353M
MSFT

MICROSOFT CORP COM

$286.1M