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

United Capital Financial Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's CR Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Crane Co (CR) stake by 80% in Q1 2026, selling an estimated $897K and leaving 1,191 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

United Capital Financial Advisors first reported a position in CR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 559 funds tracked by Wall St. Rank hold CR as of Q1 2026.

  • United Capital Financial Advisors held 1,191 shares of Crane Co worth $204K as of Q1 2026.
  • United Capital Financial Advisors sold 4,674 Crane Co shares in Q1 2026, an estimated $897K.
  • Crane Co made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1547 holding.
  • United Capital Financial Advisors first reported a position in Crane Co in Q3 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Crane Co position peaked at $1.08M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Crane Co as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.