Congress Wealth Management’s CRH CRH Stock Holding History

Congress Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Buy	5,615 +385	+7%	+$35.1K	0.01%	915
2025 Q1	$460K	Buy	5,230 +670	+15%	+$65.9K	0.01%	838
2024 Q4	$422K	Buy	4,560 +1,501	+49%	+$144K	0.01%	680
2024 Q3	$284K	Sell	3,059 -1	-0%	-$84	﹤0.01%	744
2024 Q2	$229K	Buy	3,060 +1	+0%	+$80	﹤0.01%	671
2024 Q1	$264K	Hold	3,059	–	–	﹤0.01%	524
2023 Q4	$212K	Buy	+3,059	New	+$185K	﹤0.01%	588

Other funds holding CRH

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Congress Wealth Management increased its CRH (CRH) stake by 7.4% in Q2 2025, buying an estimated $35.1K and bringing the position to 5,615 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #915.

Congress Wealth Management first reported a position in CRH in Q4 2023 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold CRH as of Q2 2025.

Congress Wealth Management held 5,615 shares of CRH worth $516K as of Q2 2025.
Congress Wealth Management bought 385 CRH shares in Q2 2025, an estimated $35.1K.
CRH made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #915 holding.
Congress Wealth Management first reported a position in CRH in Q4 2023 and has held it in 7 quarters since.
870 funds tracked by Wall St. Rank held CRH as of Q2 2025.

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