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HB Wealth Management, LLC → CR

HB Wealth Management, LLC CR Position History

Crane Company • Industrials

Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$495K
Q1 2026$569K
Q2 2026$875K
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M11.8K——
Q2 2026$875K3.9K——
Q1 2026$569K3.3K——
Q4 2025$495K2.7K——

Other funds holding CR

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B