MSFP
CR icon

Mark Sheptoff Financial Planning’s Crane Co CR Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-12
Closed -$2.28K – 502
2025
Q2 		$2.28K Buy
+12
New +$1.99K ﹤0.01% 463

Other funds holding CR

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's CR Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Crane Co (CR) in Q3 2025, closing a stake of 12 shares — an estimated $2.28K sold.

Mark Sheptoff Financial Planning first reported a position in CR in Q2 2025 and held it in 1 quarter. The position peaked at $2.28K in Q2 2025. 522 funds tracked by Wall St. Rank hold CR as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Crane Co position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12 Crane Co shares in Q3 2025, an estimated $2.28K.
  • Mark Sheptoff Financial Planning first reported a position in Crane Co in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Crane Co position peaked at $2.28K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Crane Co as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.