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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
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 $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 $10.4B AUM 25.66% 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

Atomi Financial Group's CRS Position: Q1 2026 in Review

Atomi Financial Group increased its Carpenter Technology (CRS) stake by 5.2% in Q1 2026, buying an estimated $32.1K and bringing the position to 1,782 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #563.

Atomi Financial Group first reported a position in CRS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Atomi Financial Group held 1,782 shares of Carpenter Technology worth $702K as of Q1 2026.
  • Atomi Financial Group bought 88 Carpenter Technology shares in Q1 2026, an estimated $32.1K.
  • Carpenter Technology made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #563 holding.
  • Atomi Financial Group first reported a position in Carpenter Technology in Q4 2024 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.