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Charter Oak Advisors’s Crane Co CR Stock Holding History

Charter Oak Advisors’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
2026
Q2 		$2.78M Hold
12,478
– – 1.53% 9
2026
Q1 		$2.13M Sell
12,478
-16,057
-56% -$3.08M 1.29% 11
2025
Q4 		$5.26M Hold
28,535
– – 4.42% 8
2025
Q3 		$5.25M Hold
28,535
– – 1.89% 7
2025
Q2 		$5.42M Hold
28,535
– – 2.42% 9
2025
Q1 		$4.37M Hold
28,535
– – 3.12% 9
2024
Q4 		$4.33M Buy
+28,535
New +$4.71M 2.48% 14

Other funds holding CR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Charter Oak Advisors's CR Position: Q2 2026 in Review

Charter Oak Advisors held its Crane Co (CR) position steady in Q2 2026 at 12,478 shares worth $2.78M. The position accounts for 1.53% of the portfolio, ranked #9.

Charter Oak Advisors first reported a position in CR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.42M in Q2 2025. 594 funds tracked by Wall St. Rank hold CR as of Q2 2026.

  • Charter Oak Advisors held 12,478 shares of Crane Co worth $2.78M as of Q2 2026.
  • Charter Oak Advisors left its Crane Co share count unchanged in Q2 2026.
  • Crane Co made up 1.53% of Charter Oak Advisors's portfolio in Q2 2026, its #9 holding.
  • Charter Oak Advisors first reported a position in Crane Co in Q4 2024 and has held it in 7 quarters since.
  • Charter Oak Advisors's Crane Co position peaked at $5.42M in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Crane Co as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.