Action Point Financial Planning’s Carpenter Technology CRS Stock Holding History

Action Point Financial Planning’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	$21.6K	Buy	+38	New	+$17.9K	﹤0.01%	1096

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's CRS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Carpenter Technology (CRS) in Q2 2026: 38 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

873 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Action Point Financial Planning held 38 shares of Carpenter Technology worth $21.6K as of Q2 2026.
Carpenter Technology was a new Action Point Financial Planning position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1096 holding.
873 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.