MWM
CRH icon

Modern Wealth Management’s CRH CRH Stock Holding History

Modern Wealth Management’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 		$257K Buy
2,406
+146
+6% +$16.1K ﹤0.01% 936
2026
Q1 		$240K Buy
2,260
+139
+7% +$16.3K ﹤0.01% 781
2025
Q4 		$265K Sell
2,121
-726
-26% -$86.5K ﹤0.01% 719
2025
Q3 		$341K Sell
2,847
-1,530
-35% -$162K 0.01% 606
2025
Q2 		$402K Sell
4,377
-846
-16% -$77.2K 0.01% 536
2025
Q1 		$459K Buy
5,223
+1,134
+28% +$112K 0.01% 435
2024
Q4 		$378K Buy
4,089
+243
+6% +$23.4K 0.01% 409
2024
Q3 		$357K Buy
3,846
+330
+9% +$27.7K 0.02% 308
2024
Q2 		$264K Sell
3,516
-55
-2% -$4.39K 0.02% 333
2024
Q1 		$308K Buy
+3,571
New +$273K 0.03% 236

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

Modern Wealth Management's CRH Position: Q2 2026 in Review

Modern Wealth Management increased its CRH (CRH) stake by 6.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,406 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Modern Wealth Management first reported a position in CRH in Q1 2024 and has held it in 10 quarters since. The position peaked at $459K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

  • Modern Wealth Management held 2,406 shares of CRH worth $257K as of Q2 2026.
  • Modern Wealth Management bought 146 CRH shares in Q2 2026, an estimated $16.1K.
  • CRH made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #936 holding.
  • Modern Wealth Management first reported a position in CRH in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's CRH position peaked at $459K in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.