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Atomi Financial Group’s Carpenter Technology CRS Stock Holding History

Atomi Financial Group’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 		$1.15M Buy
1,858
+76
+4% +$35.8K 0.03% 428
2026
Q1 		$702K Buy
1,782
+88
+5% +$32.1K 0.02% 563
2025
Q4 		$533K Sell
1,694
-23
-1% -$6.92K 0.02% 660
2025
Q3 		$422K Buy
1,717
+68
+4% +$17.4K 0.01% 717
2025
Q2 		$456K Buy
1,649
+170
+11% +$37.1K 0.02% 631
2025
Q1 		$268K Buy
1,479
+186
+14% +$35.9K 0.01% 829
2024
Q4 		$219K Buy
+1,293
New +$222K 0.01% 874

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

Atomi Financial Group's CRS Position: Q2 2026 in Review

Atomi Financial Group increased its Carpenter Technology (CRS) stake by 4.3% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,858 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #428.

Atomi Financial Group first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Atomi Financial Group held 1,858 shares of Carpenter Technology worth $1.15M as of Q2 2026.
  • Atomi Financial Group bought 76 Carpenter Technology shares in Q2 2026, an estimated $35.8K.
  • Carpenter Technology made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #428 holding.
  • Atomi Financial Group first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • 879 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.