United Capital Financial Advisors’s Crane Co CR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Sell
1,039
-152
-13% -$28.6K ﹤0.01% 1480
2026
Q1
$204K Sell
1,191
-4,674
-80% -$897K ﹤0.01% 1547
2025
Q4
$1.08M Buy
5,865
+1,072
+22% +$199K 0.01% 712
2025
Q3
$883K Buy
+4,793
New +$904K 0.01% 682

Other funds holding CR

United Capital Financial Advisors's CR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Crane Co (CR) stake by 13% in Q2 2026, selling an estimated $28.6K and leaving 1,039 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

United Capital Financial Advisors first reported a position in CR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 600 funds tracked by Wall St. Rank hold CR as of Q2 2026.

  • United Capital Financial Advisors held 1,039 shares of Crane Co worth $232K as of Q2 2026.
  • United Capital Financial Advisors sold 152 Crane Co shares in Q2 2026, an estimated $28.6K.
  • Crane Co made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1480 holding.
  • United Capital Financial Advisors first reported a position in Crane Co in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Crane Co position peaked at $1.08M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Crane Co as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.