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Abound Wealth Management’s Carpenter Technology CRS Stock Holding History

Abound Wealth Management’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 		$1.85K Hold
3
– – ﹤0.01% 749
2026
Q1 		$1.18K Buy
+3
New +$1.09K ﹤0.01% 970
2024
Q4 		– Sell
-4
Closed -$639 – 1254
2024
Q3 		$639 Buy
4
+2
+100% +$271 ﹤0.01% 823
2024
Q2 		$220 Sell
2
-3
-60% -$288 ﹤0.01% 1083
2024
Q1 		$358 Hold
5
– – ﹤0.01% 1050
2023
Q4 		$354 Hold
5
– – ﹤0.01% 1085
2023
Q3 		$337 Hold
5
– – ﹤0.01% 966
2023
Q2 		$281 Buy
+5
New +$245 ﹤0.01% 1075

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's CRS Position: Q2 2026 in Review

Abound Wealth Management held its Carpenter Technology (CRS) position steady in Q2 2026 at 3 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Abound Wealth Management first reported a position in CRS in Q2 2023 and has held it in 8 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Abound Wealth Management held 3 shares of Carpenter Technology worth $1.85K as of Q2 2026.
  • Abound Wealth Management left its Carpenter Technology share count unchanged in Q2 2026.
  • Carpenter Technology made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #749 holding.
  • Abound Wealth Management first reported a position in Carpenter Technology in Q2 2023 and has held it in 8 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.