Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s CRA International CRAI Stock Holding History

Avidian Wealth Enterprises’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$250K Sell
1,523
-732
-32% -$123K 0.01% 661
2026
Q2 		$321K Buy
2,255
+723
+47% +$109K 0.01% 577
2026
Q1 		$248K Buy
+1,532
New +$276K 0.01% 590

Other funds holding CRAI

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Avidian Wealth Enterprises's CRAI Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its CRA International (CRAI) stake by 32% in Q3 2026, selling an estimated $123K and leaving 1,523 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #661.

Avidian Wealth Enterprises first reported a position in CRAI in Q1 2026 and has held it in 3 quarters since. The position peaked at $321K in Q2 2026. 13 funds tracked by Wall St. Rank hold CRAI as of Q3 2026.

  • Avidian Wealth Enterprises held 1,523 shares of CRA International worth $250K as of Q3 2026.
  • Avidian Wealth Enterprises sold 732 CRA International shares in Q3 2026, an estimated $123K.
  • CRA International made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #661 holding.
  • Avidian Wealth Enterprises first reported a position in CRA International in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's CRA International position peaked at $321K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held CRA International as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.