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Congress Wealth Management’s Crane NXT CXT Stock Holding History

Congress Wealth Management’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.86M Buy
164,414
+50,612
+44% +$2.58M 0.09% 273
2025
Q1 		$5.85M Buy
113,802
+5,373
+5% +$315K 0.07% 305
2024
Q4 		$6.31M Sell
108,429
-7,261
-6% -$417K 0.09% 256
2024
Q3 		$6.49M Buy
115,690
+6,409
+6% +$372K 0.09% 260
2024
Q2 		$6.71M Buy
109,281
+18,273
+20% +$1.12M 0.11% 219
2024
Q1 		$5.63M Buy
+91,008
New +$5.33M 0.1% 214
2023
Q3 		– Sell
-3,758
Closed -$212K – 602
2023
Q2 		$212K Sell
3,758
-15,298
-80% -$778K ﹤0.01% 533
2023
Q1 		$751K Sell
19,056
-6,363
-25% -$252K 0.02% 376
2022
Q4 		$887K Sell
25,419
-11,827
-32% -$413K 0.02% 349
2022
Q3 		$1.13M Sell
37,246
-68,762
-65% -$2.27M 0.03% 326
2022
Q2 		$3.22M Sell
106,008
-66,096
-38% -$2.2M 0.08% 236
2022
Q1 		$6.47M Buy
172,104
+9,029
+6% +$325K 0.14% 181
2021
Q4 		$5.76M Buy
+163,075
New +$5.67M 0.11% 205

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Congress Wealth Management increased its Crane NXT (CXT) stake by 44% in Q2 2025, buying an estimated $2.58M and bringing the position to 164,414 shares worth $8.86M. The position accounts for 0.09% of the portfolio, ranked #273.

Congress Wealth Management first reported a position in CXT in Q4 2021 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold CXT as of Q2 2025.

  • Congress Wealth Management held 164,414 shares of Crane NXT worth $8.86M as of Q2 2025.
  • Congress Wealth Management bought 50,612 Crane NXT shares in Q2 2025, an estimated $2.58M.
  • Crane NXT made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #273 holding.
  • Congress Wealth Management first reported a position in Crane NXT in Q4 2021 and has held it in 13 quarters since.
  • 339 funds tracked by Wall St. Rank held Crane NXT as of Q2 2025.

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