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Beverly Hills Private Wealth’s Cirrus Logic CRUS Stock Holding History

Beverly Hills Private Wealth’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,887
Closed -$418K – 286
2026
Q1 		$418K Sell
2,887
-67
-2% -$9.02K 0.07% 214
2025
Q4 		$350K Sell
2,954
-80
-3% -$9.85K 0.06% 226
2025
Q3 		$380K Sell
3,034
-90
-3% -$10K 0.07% 224
2025
Q2 		$326K Sell
3,124
-316
-9% -$31K 0.06% 250
2025
Q1 		$343K Buy
3,440
+124
+4% +$12.8K 0.07% 235
2024
Q4 		$330K Sell
3,316
-552
-14% -$60.6K 0.07% 237
2024
Q3 		$480K Sell
3,868
-722
-16% -$95.6K 0.1% 191
2024
Q2 		$586K Sell
4,590
-311
-6% -$32.6K 0.13% 167
2024
Q1 		$454K Sell
4,901
-375
-7% -$32.4K 0.1% 208
2023
Q4 		$439K Sell
5,276
-406
-7% -$30.4K 0.11% 193
2023
Q3 		$420K Sell
5,682
-5,673
-50% -$443K 0.13% 177
2023
Q2 		$937K Buy
11,355
+5,805
+105% +$480K 0.15% 149
2023
Q1 		$607K Buy
5,550
+969
+21% +$94.3K 0.19% 120
2022
Q4 		$341K Buy
+4,581
New +$330K 0.15% 154

Other funds holding CRUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's CRUS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Cirrus Logic (CRUS) in Q2 2026, closing a stake of 2,887 shares — an estimated $418K sold.

Beverly Hills Private Wealth first reported a position in CRUS in Q4 2022 and held it in 14 quarters. The position peaked at $937K in Q2 2023. 578 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Cirrus Logic position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,887 Cirrus Logic shares in Q2 2026, an estimated $418K.
  • Beverly Hills Private Wealth first reported a position in Cirrus Logic in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Cirrus Logic position peaked at $937K in Q2 2023.
  • 578 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.