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Atria Wealth Solutions’s Crane Co CR Stock Holding History

Atria Wealth Solutions’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,800
Closed -$735K – 1535
2025
Q1 		$735K Buy
4,800
+2,358
+97% +$378K 0.01% 1004
2024
Q4 		$371K Sell
2,442
-200
-8% -$33K ﹤0.01% 1420
2024
Q3 		$418K Sell
2,642
-2,373
-47% -$357K ﹤0.01% 1327
2024
Q2 		$727K Sell
5,015
-1,092
-18% -$155K 0.01% 1040
2024
Q1 		$825K Sell
6,107
-703
-10% -$86.6K 0.01% 1000
2023
Q4 		$805K Sell
6,810
-403
-6% -$40.6K 0.01% 968
2023
Q3 		$641K Buy
7,213
+3,738
+108% +$333K 0.01% 1019
2023
Q2 		$310K Buy
+3,475
New +$268K ﹤0.01% 1416

Other funds holding CR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's CR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Crane Co (CR) in Q2 2025, closing a stake of 4,800 shares — an estimated $735K sold.

Atria Wealth Solutions first reported a position in CR in Q2 2023 and held it in 8 quarters. The position peaked at $825K in Q1 2024. 489 funds tracked by Wall St. Rank hold CR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Crane Co position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,800 Crane Co shares in Q2 2025, an estimated $735K.
  • Atria Wealth Solutions first reported a position in Crane Co in Q2 2023 and held it in 8 quarters.
  • Atria Wealth Solutions's Crane Co position peaked at $825K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held Crane Co as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.