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Kingswood Wealth Advisors’s CRH CRH Stock Holding History

Kingswood Wealth Advisors’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
2026
Q2 		$1.62M Sell
15,151
-2,143
-12% -$236K 0.07% 298
2026
Q1 		$1.82M Sell
17,294
-18
-0.1% -$2.11K 0.09% 252
2025
Q4 		$2.16M Sell
17,312
-292
-2% -$34.8K 0.1% 196
2025
Q3 		$2.11M Buy
17,604
+759
+5% +$80.2K 0.13% 174
2025
Q2 		$1.55M Sell
16,845
-160
-0.9% -$14.6K 0.12% 180
2025
Q1 		$1.5M Buy
17,005
+315
+2% +$31K 0.14% 175
2024
Q4 		$1.54M Buy
16,690
+5,615
+51% +$540K 0.12% 184
2024
Q3 		$1.03M Buy
11,075
+3,198
+41% +$269K 0.07% 286
2024
Q2 		$591K Buy
+7,877
New +$629K 0.05% 348
2024
Q1 		– Sell
-5,230
Closed -$362K – 632
2023
Q4 		$362K Buy
+5,230
New +$316K 0.04% 417

Other funds holding CRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kingswood Wealth Advisors's CRH Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CRH (CRH) stake by 12% in Q2 2026, selling an estimated $236K and leaving 15,151 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #298.

Kingswood Wealth Advisors first reported a position in CRH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2025. 1,023 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

  • Kingswood Wealth Advisors held 15,151 shares of CRH worth $1.62M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,143 CRH shares in Q2 2026, an estimated $236K.
  • CRH made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Kingswood Wealth Advisors first reported a position in CRH in Q4 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's CRH position peaked at $2.16M in Q4 2025.
  • 1,023 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.