Integrated Wealth Concepts’s Crane Co CR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Integrated Wealth Concepts's CR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Crane Co (CR) stake by 54% in Q1 2026, buying an estimated $280K and bringing the position to 4,166 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #1316.

Integrated Wealth Concepts first reported a position in CR in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold CR as of Q1 2026.

  • Integrated Wealth Concepts held 4,166 shares of Crane Co worth $712K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,457 Crane Co shares in Q1 2026, an estimated $280K.
  • Crane Co made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1316 holding.
  • Integrated Wealth Concepts first reported a position in Crane Co in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Crane Co as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.