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AssuredPartners Investment Advisors’s Carpenter Technology CRS Stock Holding History

AssuredPartners Investment Advisors’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 		$280K Sell
709
-150
-17% -$54.6K 0.03% 333
2025
Q4 		$270K Buy
+859
New +$258K 0.04% 288

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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

AssuredPartners Investment Advisors's CRS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Carpenter Technology (CRS) stake by 17% in Q1 2026, selling an estimated $54.6K and leaving 709 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #333.

AssuredPartners Investment Advisors first reported a position in CRS in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • AssuredPartners Investment Advisors held 709 shares of Carpenter Technology worth $280K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 150 Carpenter Technology shares in Q1 2026, an estimated $54.6K.
  • Carpenter Technology made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #333 holding.
  • AssuredPartners Investment Advisors first reported a position in Carpenter Technology in Q4 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.