Transform Wealth’s CRH CRH Stock Holding History

Transform Wealth’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 Q1	$11.5M	Buy	130,233 +4,497	+4%	+$442K	0.7%	47
2024 Q4	$11.6M	Buy	125,736 +12,363	+11%	+$1.19M	0.65%	44
2024 Q3	$10.5M	Buy	113,373 +1,605	+1%	+$135K	0.7%	38
2024 Q2	$8.38M	Buy	111,768 +2,962	+3%	+$236K	0.63%	46
2024 Q1	$9.42M	Buy	108,806 +1,773	+2%	+$136K	0.89%	37
2023 Q4	$7.52M	Buy	107,033 +1,344	+1%	+$81.1K	0.73%	46
2023 Q3	$5.78M	Buy	+105,689	New	+$6.01M	0.61%	55

Other funds holding CRH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Transform Wealth's CRH Position: Q1 2025 in Review

Transform Wealth increased its CRH (CRH) stake by 3.6% in Q1 2025, buying an estimated $442K and bringing the position to 130,233 shares worth $11.5M. The position accounts for 0.7% of the portfolio, ranked #47.

Transform Wealth first reported a position in CRH in Q3 2023 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2024. 874 funds tracked by Wall St. Rank hold CRH as of Q1 2025.

Transform Wealth held 130,233 shares of CRH worth $11.5M as of Q1 2025.
Transform Wealth bought 4,497 CRH shares in Q1 2025, an estimated $442K.
CRH made up 0.7% of Transform Wealth's portfolio in Q1 2025, its #47 holding.
Transform Wealth first reported a position in CRH in Q3 2023 and has held it in 7 quarters since.
Transform Wealth's CRH position peaked at $11.6M in Q4 2024.
874 funds tracked by Wall St. Rank held CRH as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.