Activest Wealth Management
CRS icon

Activest Wealth Management’s Carpenter Technology CRS Stock Holding History

Activest 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
Q3 		$9.7K Sell
25
-6
-19% -$3.05K ﹤0.01% 589
2026
Q2 		$19.1K Buy
31
+6
+24% +$2.82K ﹤0.01% 455
2026
Q1 		$9.9K Hold
25
– – ﹤0.01% 688
2025
Q4 		$7.87K Buy
+25
New +$7.52K ﹤0.01% 705

Other funds holding CRS

Geode Capital Management
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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Activest Wealth Management's CRS Position: Q3 2026 in Review

Activest Wealth Management reduced its Carpenter Technology (CRS) stake by 19% in Q3 2026, selling an estimated $3.05K and leaving 25 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Activest Wealth Management first reported a position in CRS in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.1K in Q2 2026. 378 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Activest Wealth Management held 25 shares of Carpenter Technology worth $9.7K as of Q3 2026.
  • Activest Wealth Management sold 6 Carpenter Technology shares in Q3 2026, an estimated $3.05K.
  • Carpenter Technology made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #589 holding.
  • Activest Wealth Management first reported a position in Carpenter Technology in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Carpenter Technology position peaked at $19.1K in Q2 2026.
  • 378 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.