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Ameritas Advisory Services’s Carpenter Technology CRS Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-200
Closed -$49.2K – 1168
2025
Q3 		$49.2K Buy
200
+115
+135% +$29.4K ﹤0.01% 1097
2025
Q2 		$23.5K Sell
85
-2,924
-97% -$637K ﹤0.01% 1679
2025
Q1 		$511K Hold
3,009
– – 0.02% 564
2024
Q4 		$511K Buy
+3,009
New +$516K 0.02% 588

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameritas Advisory Services's CRS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 200 shares — an estimated $49.2K sold.

Ameritas Advisory Services first reported a position in CRS in Q4 2024 and held it in 4 quarters. The position peaked at $511K in Q1 2025. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Carpenter Technology shares in Q4 2025, an estimated $49.2K.
  • Ameritas Advisory Services first reported a position in Carpenter Technology in Q4 2024 and held it in 4 quarters.
  • Ameritas Advisory Services's Carpenter Technology position peaked at $511K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.