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Atria Investments’s Carpenter Technology CRS Stock Holding History

Atria Investments’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 		$3.19M Buy
8,095
+589
+8% +$215K 0.04% 520
2025
Q4 		$2.36M Buy
7,506
+454
+6% +$137K 0.03% 653
2025
Q3 		$1.73M Buy
7,052
+6,175
+704% +$1.58M 0.02% 777
2025
Q2 		$242K Buy
+877
New +$191K ﹤0.01% 1819
2025
Q1 		– Sell
-1,215
Closed -$206K – 1912
2024
Q4 		$206K Sell
1,215
-278
-19% -$47.7K ﹤0.01% 1768
2024
Q3 		$238K Sell
1,493
-2,406
-62% -$326K ﹤0.01% 1735
2024
Q2 		$427K Buy
+3,899
New +$375K 0.01% 1382

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

Atria Investments's CRS Position: Q1 2026 in Review

Atria Investments increased its Carpenter Technology (CRS) stake by 7.8% in Q1 2026, buying an estimated $215K and bringing the position to 8,095 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #520.

Atria Investments first reported a position in CRS in Q2 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Atria Investments held 8,095 shares of Carpenter Technology worth $3.19M as of Q1 2026.
  • Atria Investments bought 589 Carpenter Technology shares in Q1 2026, an estimated $215K.
  • Carpenter Technology made up 0.04% of Atria Investments's portfolio in Q1 2026, its #520 holding.
  • Atria Investments first reported a position in Carpenter Technology in Q2 2024 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.