Portside Wealth Group’s Crane NXT CXT Stock Holding History

Portside Wealth Group’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$481K	Buy	9,394 +726	+8%	+$31K	0.06%	310
2026 Q1	$352K	Buy	8,668 +767	+10%	+$37.2K	0.05%	335
2025 Q4	$372K	Buy	7,901 +789	+11%	+$46.6K	0.05%	317
2025 Q3	$477K	Buy	7,112 +569	+9%	+$33.9K	0.07%	262
2025 Q2	$353K	Buy	6,543 +2,639	+68%	+$134K	0.05%	309
2025 Q1	$201K	Buy	3,904 +142	+4%	+$8.32K	0.03%	409
2024 Q4	$219K	Buy	+3,762	New	+$216K	0.04%	384

Other funds holding CXT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return