EWA
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EP Wealth Advisors’s CRH CRH Stock Holding History

EP Wealth Advisors’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
2026
Q2 		$358K Sell
3,347
-396
-11% -$43.6K ﹤0.01% 1193
2026
Q1 		$393K Buy
3,743
+201
+6% +$23.6K ﹤0.01% 1014
2025
Q4 		$442K Buy
+3,542
New +$422K ﹤0.01% 942
2025
Q2 		$202K Buy
+2,201
New +$201K ﹤0.01% 1253

Other funds holding CRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EP Wealth Advisors's CRH Position: Q2 2026 in Review

EP Wealth Advisors reduced its CRH (CRH) stake by 11% in Q2 2026, selling an estimated $43.6K and leaving 3,347 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

EP Wealth Advisors first reported a position in CRH in Q2 2025 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

  • EP Wealth Advisors held 3,347 shares of CRH worth $358K as of Q2 2026.
  • EP Wealth Advisors sold 396 CRH shares in Q2 2026, an estimated $43.6K.
  • CRH made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1193 holding.
  • EP Wealth Advisors first reported a position in CRH in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's CRH position peaked at $442K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.