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Summit Wealth Group (Colorado)’s Crane Co CR Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,131
Closed -$456K – 345
2025
Q3 		$456K Buy
+5,131
New +$968K 0.05% 282

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Crane Co (CR) in Q4 2025, closing a stake of 5,131 shares — an estimated $456K sold.

Summit Wealth Group (Colorado) first reported a position in CR in Q3 2025 and held it in 1 quarter. The position peaked at $456K in Q3 2025. 557 funds tracked by Wall St. Rank hold CR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Crane Co position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,131 Crane Co shares in Q4 2025, an estimated $456K.
  • Summit Wealth Group (Colorado) first reported a position in Crane Co in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Crane Co position peaked at $456K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Crane Co as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.