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
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's CXT Position: Q4 2025 in Review

True Wealth Design sold out of Crane NXT (CXT) in Q4 2025, closing a stake of 1 share — an estimated $68 sold.

True Wealth Design first reported a position in CXT in Q1 2025 and held it in 3 quarters. The position peaked at $68 in Q3 2025. 362 funds tracked by Wall St. Rank hold CXT as of Q4 2025.

True Wealth Design reported no remaining Crane NXT position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 Crane NXT share in Q4 2025, an estimated $68.
True Wealth Design first reported a position in Crane NXT in Q1 2025 and held it in 3 quarters.
True Wealth Design's Crane NXT position peaked at $68 in Q3 2025.
362 funds tracked by Wall St. Rank held Crane NXT as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.