Congress Asset Management’s Crane Co CR Stock Holding History

Congress Asset Management’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	$85.4M	Sell	382,910 -9,211	-2%	-$1.74M	0.53%	75
2026 Q1	$67.1M	Sell	392,121 -31,882	-8%	-$6.12M	0.48%	82
2025 Q4	$78.2M	Sell	424,003 -89,832	-17%	-$16.7M	0.55%	61
2025 Q3	$94.6M	Sell	513,835 -81,236	-14%	-$15.3M	0.63%	55
2025 Q2	$113M	Sell	595,071 -103,705	-15%	-$17.2M	0.78%	41
2025 Q1	$107M	Sell	698,776 -57,331	-8%	-$9.2M	0.8%	41
2024 Q4	$115M	Sell	756,107 -42,083	-5%	-$6.94M	0.78%	49
2024 Q3	$126M	Sell	798,190 -310,788	-28%	-$46.8M	0.86%	42
2024 Q2	$161M	Sell	1,108,978 -169,785	-13%	-$24.1M	1.15%	13
2024 Q1	$173M	Sell	1,278,763 -44,087	-3%	-$5.43M	1.23%	9
2023 Q4	$156M	Buy	1,322,850 +6,605	+0.5%	+$665K	1.23%	9
2023 Q3	$117M	Buy	1,316,245 +723,166	+122%	+$64.4M	1.03%	27
2023 Q2	$52.9M	Buy	+593,079	New	+$45.8M	0.46%	82

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First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return