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Keudell/Morrison Wealth Management’s CRH CRH Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q2 		– Sell
-2,560
Closed -$225K – 233
2025
Q1 		$225K Buy
+2,560
New +$252K 0.05% 193
2024
Q4 		– Sell
-2,230
Closed -$207K – 224
2024
Q3 		$207K Buy
+2,230
New +$187K 0.06% 206

Other funds holding CRH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Keudell/Morrison Wealth Management's CRH Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of CRH (CRH) in Q2 2025, closing a stake of 2,560 shares — an estimated $225K sold.

Keudell/Morrison Wealth Management first reported a position in CRH in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 869 funds tracked by Wall St. Rank hold CRH as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining CRH position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,560 CRH shares in Q2 2025, an estimated $225K.
  • Keudell/Morrison Wealth Management first reported a position in CRH in Q3 2024 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's CRH position peaked at $225K in Q1 2025.
  • 869 funds tracked by Wall St. Rank held CRH as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.