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 Q2	$1.24M	Buy	2,003 +219	+12%	+$103K	0.35%	46
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 $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

Advisor Resource Council's CRS Position: Q2 2026 in Review

Advisor Resource Council increased its Carpenter Technology (CRS) stake by 12% in Q2 2026, buying an estimated $103K and bringing the position to 2,003 shares worth $1.24M. The position accounts for 0.35% of the portfolio, ranked #46.

Advisor Resource Council first reported a position in CRS in Q4 2023 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Advisor Resource Council held 2,003 shares of Carpenter Technology worth $1.24M as of Q2 2026.
Advisor Resource Council bought 219 Carpenter Technology shares in Q2 2026, an estimated $103K.
Carpenter Technology made up 0.35% of Advisor Resource Council's portfolio in Q2 2026, its #46 holding.
Advisor Resource Council first reported a position in Carpenter Technology in Q4 2023 and has held it in 6 quarters since.
877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.