AWM
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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
Q2 		$19.1K Buy
31
+6
+24% +$2.83K ﹤0.01% 455
2026
Q1 		$9.85K Hold
25
– – ﹤0.01% 688
2025
Q4 		$7.87K Buy
+25
New +$7.52K ﹤0.01% 705

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Activest Wealth Management increased its Carpenter Technology (CRS) stake by 24% in Q2 2026, buying an estimated $2.83K and bringing the position to 31 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Activest Wealth Management first reported a position in CRS in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Activest Wealth Management held 31 shares of Carpenter Technology worth $19.1K as of Q2 2026.
  • Activest Wealth Management bought 6 Carpenter Technology shares in Q2 2026, an estimated $2.83K.
  • Carpenter Technology made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Activest Wealth Management first reported a position in Carpenter Technology in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.