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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its CRH (CRH) position steady in Q1 2026 at 125 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #308.

Mark Sheptoff Financial Planning first reported a position in CRH in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.6K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

  • Mark Sheptoff Financial Planning held 125 shares of CRH worth $14.1K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its CRH share count unchanged in Q1 2026.
  • CRH made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #308 holding.
  • Mark Sheptoff Financial Planning first reported a position in CRH in Q4 2025 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's CRH position peaked at $15.6K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held CRH as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.