Rothwell Investment Advisors, LLC’s Carpenter Technology CRS Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$46.4K	Buy	+119	New	+$60.5K	0.02%	444

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Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CRS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Carpenter Technology (CRS) in Q3 2026: 119 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings.

378 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

Rothwell Investment Advisors, LLC held 119 shares of Carpenter Technology worth $46.4K as of Q3 2026.
Carpenter Technology was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Carpenter Technology made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #444 holding.
378 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.