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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
Q2 		$5.21M Buy
8,445
+350
+4% +$165K 0.05% 380
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 $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 $3.38T AUM 44.17% 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

Atria Investments's CRS Position: Q2 2026 in Review

Atria Investments increased its Carpenter Technology (CRS) stake by 4.3% in Q2 2026, buying an estimated $165K and bringing the position to 8,445 shares worth $5.21M. The position accounts for 0.05% of the portfolio, ranked #380.

Atria Investments first reported a position in CRS in Q2 2024 and has held it in 8 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Atria Investments held 8,445 shares of Carpenter Technology worth $5.21M as of Q2 2026.
  • Atria Investments bought 350 Carpenter Technology shares in Q2 2026, an estimated $165K.
  • Carpenter Technology made up 0.05% of Atria Investments's portfolio in Q2 2026, its #380 holding.
  • Atria Investments first reported a position in Carpenter Technology in Q2 2024 and has held it in 8 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.