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Integrated Wealth Concepts’s Crane Co CR Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$793K Sell
3,554
-612
-15% -$115K 0.01% 1364
2026
Q1 		$712K Buy
4,166
+1,457
+54% +$280K 0.01% 1316
2025
Q4 		$500K Buy
2,709
+672
+33% +$125K 0.01% 1086
2025
Q3 		$375K Buy
2,037
+140
+7% +$26.4K ﹤0.01% 1503
2025
Q2 		$360K Buy
+1,897
New +$315K ﹤0.01% 1461

Other funds holding CR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's CR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Crane Co (CR) stake by 15% in Q2 2026, selling an estimated $115K and leaving 3,554 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #1364.

Integrated Wealth Concepts first reported a position in CR in Q2 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold CR as of Q2 2026.

  • Integrated Wealth Concepts held 3,554 shares of Crane Co worth $793K as of Q2 2026.
  • Integrated Wealth Concepts sold 612 Crane Co shares in Q2 2026, an estimated $115K.
  • Crane Co made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1364 holding.
  • Integrated Wealth Concepts first reported a position in Crane Co in Q2 2025 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Crane Co as of Q2 2026.

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