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Mark Sheptoff Financial Planning’s CRH CRH Stock Holding History

Mark Sheptoff Financial Planning’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 		$800K Buy
7,475
+7,350
+5,880% +$809K 0.42% 46
2026
Q1 		$14.1K Hold
125
– – 0.01% 308
2025
Q4 		$15.6K Buy
+125
New +$14.9K 0.01% 300

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

Mark Sheptoff Financial Planning's CRH Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its CRH (CRH) stake by 5,880% in Q2 2026, buying an estimated $809K and bringing the position to 7,475 shares worth $800K. The position accounts for 0.42% of the portfolio, ranked #46.

Mark Sheptoff Financial Planning first reported a position in CRH in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

  • Mark Sheptoff Financial Planning held 7,475 shares of CRH worth $800K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 7,350 CRH shares in Q2 2026, an estimated $809K.
  • CRH made up 0.42% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Mark Sheptoff Financial Planning first reported a position in CRH in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.