Whalen Wealth Management’s CRH CRH Stock Holding History

Whalen Wealth Management’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
2026 Q2	$450K	Sell	4,203 -2,502	-37%	-$275K	0.2%	122
2026 Q1	$705K	Buy	6,705 +3,614	+117%	+$424K	0.38%	72
2025 Q4	$386K	Buy	3,091 +514	+20%	+$61.2K	0.21%	141
2025 Q3	$309K	Sell	2,577 -15,206	-86%	-$1.61M	0.18%	127
2025 Q2	$1.63M	Buy	+17,783	New	+$1.62M	1.02%	16
2025 Q1	–	Sell	-5,194	Closed	-$481K	–	131
2024 Q4	$481K	Sell	5,194 -155	-3%	-$14.9K	0.33%	62
2024 Q3	$496K	Buy	+5,349	New	+$449K	0.35%	64
2024 Q1	–	Sell	-5,912	Closed	-$409K	–	129
2023 Q4	$409K	Buy	+5,912	New	+$357K	0.37%	74

Other funds holding CRH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Whalen Wealth Management's CRH Position: Q2 2026 in Review

Whalen Wealth Management reduced its CRH (CRH) stake by 37% in Q2 2026, selling an estimated $275K and leaving 4,203 shares worth $450K. The position accounts for 0.2% of the portfolio, ranked #122.

Whalen Wealth Management first reported a position in CRH in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.63M in Q2 2025. 1,025 funds tracked by Wall St. Rank hold CRH as of Q2 2026.

Whalen Wealth Management held 4,203 shares of CRH worth $450K as of Q2 2026.
Whalen Wealth Management sold 2,502 CRH shares in Q2 2026, an estimated $275K.
CRH made up 0.2% of Whalen Wealth Management's portfolio in Q2 2026, its #122 holding.
Whalen Wealth Management first reported a position in CRH in Q4 2023 and has held it in 8 quarters since.
Whalen Wealth Management's CRH position peaked at $1.63M in Q2 2025.
1,025 funds tracked by Wall St. Rank held CRH as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.