Advisor Resource Council’s Carpenter Technology CRS Stock Holding History

Advisor Resource Council’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 Q1	$703K	Buy	1,784 +80	+5%	+$29.1K	0.23%	90
2025 Q4	$531K	Buy	+1,704	New	+$513K	0.19%	122
2025 Q2	–	Sell	-6,016	Closed	-$989K	–	265
2025 Q1	$989K	Buy	+6,016	New	+$1.16M	0.08%	253
2024 Q4	–	Sell	-2,041	Closed	-$326K	–	108
2024 Q3	$326K	Buy	+2,041	New	+$276K	0.15%	164
2024 Q1	–	Sell	-11,606	Closed	-$822K	–	288
2023 Q4	$822K	Buy	+11,606	New	+$780K	0.1%	208

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's CRS Position: Q1 2026 in Review

Advisor Resource Council increased its Carpenter Technology (CRS) stake by 4.7% in Q1 2026, buying an estimated $29.1K and bringing the position to 1,784 shares worth $703K. The position accounts for 0.23% of the portfolio, ranked #90.

Advisor Resource Council first reported a position in CRS in Q4 2023 and has held it in 5 quarters since. The position peaked at $989K in Q1 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

Advisor Resource Council held 1,784 shares of Carpenter Technology worth $703K as of Q1 2026.
Advisor Resource Council bought 80 Carpenter Technology shares in Q1 2026, an estimated $29.1K.
Carpenter Technology made up 0.23% of Advisor Resource Council's portfolio in Q1 2026, its #90 holding.
Advisor Resource Council first reported a position in Carpenter Technology in Q4 2023 and has held it in 5 quarters since.
Advisor Resource Council's Carpenter Technology position peaked at $989K in Q1 2025.
696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.