Heartwood Wealth Advisors’s Crane Co CR Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-500	Closed	-$92.1K	–	289
2025 Q3	$92.1K	Buy	+500	New	+$94.3K	0.01%	262

Other funds holding CR

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

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heartwood Wealth Advisors's CR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Crane Co (CR) in Q4 2025, closing a stake of 500 shares — an estimated $92.1K sold.

Heartwood Wealth Advisors first reported a position in CR in Q3 2025 and held it in 1 quarter. The position peaked at $92.1K in Q3 2025. 557 funds tracked by Wall St. Rank hold CR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Crane Co position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 500 Crane Co shares in Q4 2025, an estimated $92.1K.
Heartwood Wealth Advisors first reported a position in Crane Co in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Crane Co position peaked at $92.1K in Q3 2025.
557 funds tracked by Wall St. Rank held Crane Co as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.