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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$534K Buy
2,395
+8
+0.3% +$1.51K 0.01% 758
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

Mount Yale Investment Advisors's CR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Crane Co (CR) stake by 0.34% in Q2 2026, buying an estimated $1.51K and bringing the position to 2,395 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #758.

Mount Yale Investment Advisors first reported a position in CR in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2024. 600 funds tracked by Wall St. Rank hold CR as of Q2 2026.

  • Mount Yale Investment Advisors held 2,395 shares of Crane Co worth $534K as of Q2 2026.
  • Mount Yale Investment Advisors bought 8 Crane Co shares in Q2 2026, an estimated $1.51K.
  • Crane Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #758 holding.
  • Mount Yale Investment Advisors first reported a position in Crane Co in Q3 2023 and has held it in 10 quarters since.
  • Mount Yale Investment Advisors's Crane Co position peaked at $1.2M in Q2 2024.
  • 600 funds tracked by Wall St. Rank held Crane Co as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.