180 Wealth Advisors’s Carpenter Technology CRS Stock Holding History

180 Wealth Advisors’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	+361	New	+$170K	0.02%	441
2025 Q3	–	Sell	-908	Closed	-$251K	–	460
2025 Q2	$251K	Sell	908 -222	-20%	-$48.4K	0.04%	365
2025 Q1	$205K	Sell	1,130 -87	-7%	-$16.8K	0.03%	378
2024 Q4	$207K	Sell	1,217 -158	-11%	-$27.1K	0.03%	389
2024 Q3	$219K	Buy	+1,375	New	+$186K	0.03%	391

Other funds holding CRS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

180 Wealth Advisors's CRS Position: Q2 2026 in Review

180 Wealth Advisors opened a new position in Carpenter Technology (CRS) in Q2 2026: 361 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings. This is a return to the name: 180 Wealth Advisors previously reported a position in CRS as recently as Q2 2025.

180 Wealth Advisors first reported a position in CRS in Q3 2024 and has held it in 5 quarters since. The position peaked at $251K in Q2 2025. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

180 Wealth Advisors held 361 shares of Carpenter Technology worth $223K as of Q2 2026.
Carpenter Technology was a new 180 Wealth Advisors position in Q2 2026.
Carpenter Technology made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #441 holding.
180 Wealth Advisors first reported a position in Carpenter Technology in Q3 2024 and has held it in 5 quarters since.
180 Wealth Advisors's Carpenter Technology position peaked at $251K in Q2 2025.
880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.