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Smallwood Wealth Investment Management’s CRH CRH Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-15
Closed -$1.38K – 541
2025
Q2 		$1.38K Buy
+15
New +$1.37K ﹤0.01% 432

Other funds holding CRH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smallwood Wealth Investment Management's CRH Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of CRH (CRH) in Q3 2025, closing a stake of 15 shares — an estimated $1.38K sold.

Smallwood Wealth Investment Management first reported a position in CRH in Q2 2025 and held it in 1 quarter. The position peaked at $1.38K in Q2 2025. 931 funds tracked by Wall St. Rank hold CRH as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining CRH position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 15 CRH shares in Q3 2025, an estimated $1.38K.
  • Smallwood Wealth Investment Management first reported a position in CRH in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's CRH position peaked at $1.38K in Q2 2025.
  • 931 funds tracked by Wall St. Rank held CRH as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.