WWM
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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
Q3 		$450K Buy
5,436
+1,233
+29% +$118K 0.19% 125
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's CRH Position: Q3 2026 in Review

Whalen Wealth Management increased its CRH (CRH) stake by 29% in Q3 2026, buying an estimated $118K and bringing the position to 5,436 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #125.

Whalen Wealth Management first reported a position in CRH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2025. 37 funds tracked by Wall St. Rank hold CRH as of Q3 2026.

  • Whalen Wealth Management held 5,436 shares of CRH worth $450K as of Q3 2026.
  • Whalen Wealth Management bought 1,233 CRH shares in Q3 2026, an estimated $118K.
  • CRH made up 0.19% of Whalen Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Whalen Wealth Management first reported a position in CRH in Q4 2023 and has held it in 9 quarters since.
  • Whalen Wealth Management's CRH position peaked at $1.63M in Q2 2025.
  • 37 funds tracked by Wall St. Rank held CRH as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.