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Atlas Wealth Partners’s Carpenter Technology CRS Stock Holding History

Atlas Wealth Partners’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 		$938K Buy
1,521
+1
+0.1% +$471 1.02% 20
2026
Q1 		$599K Hold
1,520
– – 0.62% 29
2025
Q4 		$479K Hold
1,520
– – 0.53% 33
2025
Q3 		$373K Hold
1,520
– – 0.38% 35
2025
Q2 		$420K Hold
1,520
– – 0.48% 28
2025
Q1 		$275K Hold
1,520
– – 0.34% 38
2024
Q4 		$258K Hold
1,520
– – 0.33% 41
2024
Q3 		$243K Buy
+1,520
New +$206K 0.37% 44

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

Atlas Wealth Partners's CRS Position: Q2 2026 in Review

Atlas Wealth Partners increased its Carpenter Technology (CRS) stake by 0.07% in Q2 2026, buying an estimated $471 and bringing the position to 1,521 shares worth $938K. The position accounts for 1.02% of the portfolio, ranked #20.

Atlas Wealth Partners first reported a position in CRS in Q3 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Atlas Wealth Partners held 1,521 shares of Carpenter Technology worth $938K as of Q2 2026.
  • Atlas Wealth Partners bought 1 Carpenter Technology share in Q2 2026, an estimated $471.
  • Carpenter Technology made up 1.02% of Atlas Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Atlas Wealth Partners first reported a position in Carpenter Technology in Q3 2024 and has held it in 8 quarters since.
  • 877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.