AIM
CRS icon

Advyzon Investment Management’s Carpenter Technology CRS Stock Holding History

Advyzon Investment 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 		$821K Buy
1,331
+83
+7% +$39.1K 0.06% 309
2026
Q1 		$492K Buy
1,248
+153
+14% +$55.7K 0.04% 404
2025
Q4 		$345K Buy
1,095
+248
+29% +$74.6K 0.04% 413
2025
Q3 		$208K Buy
+847
New +$217K 0.04% 445

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advyzon Investment Management's CRS Position: Q2 2026 in Review

Advyzon Investment Management increased its Carpenter Technology (CRS) stake by 6.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,331 shares worth $821K. The position accounts for 0.06% of the portfolio, ranked #309.

Advyzon Investment Management first reported a position in CRS in Q3 2025 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Advyzon Investment Management held 1,331 shares of Carpenter Technology worth $821K as of Q2 2026.
  • Advyzon Investment Management bought 83 Carpenter Technology shares in Q2 2026, an estimated $39.1K.
  • Carpenter Technology made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #309 holding.
  • Advyzon Investment Management first reported a position in Carpenter Technology in Q3 2025 and has held it in 4 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.