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Marshall & Sterling Wealth Advisors’s CRH CRH Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-72
Closed -$8.63K – 404
2025
Q3 		$8.63K Hold
72
– – 0.01% 380
2025
Q2 		$6.61K Sell
72
-25
-26% -$2.28K ﹤0.01% 430
2025
Q1 		$8.53K Buy
+97
New +$9.54K 0.01% 348

Other funds holding CRH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CRH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CRH (CRH) in Q4 2025, closing a stake of 72 shares — an estimated $8.63K sold.

Marshall & Sterling Wealth Advisors first reported a position in CRH in Q1 2025 and held it in 3 quarters. The position peaked at $8.63K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold CRH as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining CRH position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 72 CRH shares in Q4 2025, an estimated $8.63K.
  • Marshall & Sterling Wealth Advisors first reported a position in CRH in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's CRH position peaked at $8.63K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held CRH as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.