Congress Wealth Management’s Crane Co CR Stock Holding History

Congress Wealth 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
2025 Q2	$15.3M	Buy	80,512 +458	+0.6%	+$76K	0.15%	168
2025 Q1	$12.3M	Sell	80,054 -12,885	-14%	-$2.07M	0.15%	176
2024 Q4	$14.1M	Sell	92,939 -12,214	-12%	-$2.02M	0.19%	152
2024 Q3	$16.6M	Sell	105,153 -34,655	-25%	-$5.22M	0.22%	134
2024 Q2	$20.3M	Buy	139,808 +9,260	+7%	+$1.31M	0.32%	75
2024 Q1	$17.6M	Sell	130,548 -99	-0.1%	-$12.2K	0.3%	84
2023 Q4	$15.4M	Buy	130,647 +1,670	+1%	+$168K	0.28%	94
2023 Q3	$11.5M	Buy	128,977 +2,869	+2%	+$255K	0.24%	125
2023 Q2	$11.2M	Buy	+126,108	New	+$9.73M	0.26%	119

Other funds holding CR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's CR Position: Q2 2025 in Review

Congress Wealth Management increased its Crane Co (CR) stake by 0.57% in Q2 2025, buying an estimated $76K and bringing the position to 80,512 shares worth $15.3M. The position accounts for 0.15% of the portfolio, ranked #168.

Congress Wealth Management first reported a position in CR in Q2 2023 and has held it in 9 quarters since. The position peaked at $20.3M in Q2 2024. 489 funds tracked by Wall St. Rank hold CR as of Q2 2025.

Congress Wealth Management held 80,512 shares of Crane Co worth $15.3M as of Q2 2025.
Congress Wealth Management bought 458 Crane Co shares in Q2 2025, an estimated $76K.
Crane Co made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #168 holding.
Congress Wealth Management first reported a position in Crane Co in Q2 2023 and has held it in 9 quarters since.
Congress Wealth Management's Crane Co position peaked at $20.3M in Q2 2024.
489 funds tracked by Wall St. Rank held Crane Co as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.