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EP Wealth Advisors’s Crane NXT CXT Stock Holding History

EP Wealth Advisors’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 		$254K Buy
4,712
+30
+0.6% +$1.53K ﹤0.01% 1116
2025
Q1 		$241K Buy
4,682
+346
+8% +$20.3K ﹤0.01% 1036
2024
Q4 		$252K Buy
+4,336
New +$249K ﹤0.01% 949
2023
Q2 		– Sell
-406,267
Closed -$70.1M – 689
2023
Q1 		$70.1M Buy
406,267
+400,495
+6,939% +$15.8M 1.21% 15
2022
Q4 		$201K Buy
+5,772
New +$201K ﹤0.01% 552

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

EP Wealth Advisors's CXT Position: Q2 2025 in Review

EP Wealth Advisors increased its Crane NXT (CXT) stake by 0.64% in Q2 2025, buying an estimated $1.53K and bringing the position to 4,712 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

EP Wealth Advisors first reported a position in CXT in Q4 2022 and has held it in 5 quarters since. The position peaked at $70.1M in Q1 2023. 339 funds tracked by Wall St. Rank hold CXT as of Q2 2025.

  • EP Wealth Advisors held 4,712 shares of Crane NXT worth $254K as of Q2 2025.
  • EP Wealth Advisors bought 30 Crane NXT shares in Q2 2025, an estimated $1.53K.
  • Crane NXT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1116 holding.
  • EP Wealth Advisors first reported a position in Crane NXT in Q4 2022 and has held it in 5 quarters since.
  • EP Wealth Advisors's Crane NXT position peaked at $70.1M in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Crane NXT as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.