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Apella Capital’s Carpenter Technology CRS Stock Holding History

Apella Capital’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 		$857K Buy
+1,451
New +$683K 0.01% 391

Other funds holding CRS

CAM
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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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Apella Capital's CRS Position: Q2 2026 in Review

Apella Capital opened a new position in Carpenter Technology (CRS) in Q2 2026: 1,451 shares worth $857K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

129 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Apella Capital held 1,451 shares of Carpenter Technology worth $857K as of Q2 2026.
  • Carpenter Technology was a new Apella Capital position in Q2 2026.
  • Carpenter Technology made up 0.01% of Apella Capital's portfolio in Q2 2026, its #391 holding.
  • 129 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.