MWM
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MOKAN Wealth Management’s CRH CRH Stock Holding History

MOKAN 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 		$298K Sell
2,786
-3,802
-58% -$418K 0.11% 85
2026
Q1 		$693K Buy
6,588
+1,659
+34% +$195K 0.31% 61
2025
Q4 		$615K Buy
4,929
+2,148
+77% +$256K 0.27% 60
2025
Q3 		$333K Hold
2,781
– – 0.17% 73
2025
Q2 		$255K Sell
2,781
-5,219
-65% -$476K 0.14% 76
2025
Q1 		$704K Buy
+8,000
New +$787K 0.42% 50

Other funds holding CRH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EC
Eleva Capital Paris, France $343M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MOKAN Wealth Management reduced its CRH (CRH) stake by 58% in Q2 2026, selling an estimated $418K and leaving 2,786 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #85.

MOKAN Wealth Management first reported a position in CRH in Q1 2025 and has held it in 6 quarters since. The position peaked at $704K in Q1 2025. 370 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

  • MOKAN Wealth Management held 2,786 shares of CRH worth $298K as of Q2 2026.
  • MOKAN Wealth Management sold 3,802 CRH shares in Q2 2026, an estimated $418K.
  • CRH made up 0.11% of MOKAN Wealth Management's portfolio in Q2 2026, its #85 holding.
  • MOKAN Wealth Management first reported a position in CRH in Q1 2025 and has held it in 6 quarters since.
  • MOKAN Wealth Management's CRH position peaked at $704K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.