Mount Yale Investment Advisors’s Crane Co CR Stock Holding History

Mount Yale Investment Advisors’s Portfolio CR Stock Details CR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$408K	Buy	+2,387	New	+$458K	0.01%	780
2025 Q3	–	Sell	-3,118	Closed	-$592K	–	862
2025 Q2	$592K	Sell	3,118 -973	-24%	-$161K	0.05%	307
2025 Q1	$627K	Sell	4,091 -841	-17%	-$135K	0.05%	280
2024 Q4	$748K	Buy	4,932 +1	+0%	+$165	0.06%	257
2024 Q3	$781K	Sell	4,931 -3,348	-40%	-$504K	0.07%	246
2024 Q2	$1.2M	Sell	8,279 -409	-5%	-$58K	0.1%	183
2024 Q1	$1.17M	Sell	8,688 -458	-5%	-$56.4K	0.09%	193
2023 Q4	$1.08M	Sell	9,146 -172	-2%	-$17.3K	0.1%	188
2023 Q3	$828K	Buy	+9,318	New	+$830K	0.09%	215

Other funds holding CR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's CR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Crane Co (CR) in Q1 2026: 2,387 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CR in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2024. 561 funds tracked by Wall St. Rank hold CR as of Q1 2026.

Mount Yale Investment Advisors held 2,387 shares of Crane Co worth $408K as of Q1 2026.
Crane Co was a new Mount Yale Investment Advisors position in Q1 2026.
Crane Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #780 holding.
Mount Yale Investment Advisors first reported a position in Crane Co in Q3 2023 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Crane Co position peaked at $1.2M in Q2 2024.
561 funds tracked by Wall St. Rank held Crane Co as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.