True Wealth Design
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True Wealth Design’s Crane NXT CXT Stock Holding History

True Wealth Design’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
Q3 		$848 Buy
+18
New +$907 ﹤0.01% 1981
2025
Q4 		– Sell
-1
Closed -$68 – 2630
2025
Q3 		$68 Hold
1
– – ﹤0.01% 2524
2025
Q2 		$54 Hold
1
– – ﹤0.01% 2362
2025
Q1 		$52 Buy
+1
New +$59 ﹤0.01% 2373

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True Wealth Design's CXT Position: Q3 2026 in Review

True Wealth Design opened a new position in Crane NXT (CXT) in Q3 2026: 18 shares worth $848. The stake represents ﹤0.01% of the portfolio and ranks #1981 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CXT as recently as Q3 2025.

True Wealth Design first reported a position in CXT in Q1 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold CXT as of Q3 2026.

  • True Wealth Design held 18 shares of Crane NXT worth $848 as of Q3 2026.
  • Crane NXT was a new True Wealth Design position in Q3 2026.
  • Crane NXT made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1981 holding.
  • True Wealth Design first reported a position in Crane NXT in Q1 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Crane NXT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.