Avior Wealth Management’s Carpenter Technology CRS Stock Holding History

Avior Wealth Management’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	$832K	Buy	+1,349	New	+$635K	0.02%	398
2025 Q1	–	Sell	-26	Closed	-$4.41K	–	1082
2024 Q4	$4.41K	Buy	26 +1	+4%	+$172	﹤0.01%	1903
2024 Q3	$3.99K	Buy	+25	New	+$3.39K	﹤0.01%	1850
2024 Q2	–	Sell	-65	Closed	-$4.64K	–	2593
2024 Q1	$4.64K	Buy	+65	New	+$4.25K	﹤0.01%	2105

Other funds holding CRS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Avior Wealth Management's CRS Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Carpenter Technology (CRS) in Q2 2026: 1,349 shares worth $832K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in CRS as recently as Q4 2024.

Avior Wealth Management first reported a position in CRS in Q1 2024 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Avior Wealth Management held 1,349 shares of Carpenter Technology worth $832K as of Q2 2026.
Carpenter Technology was a new Avior Wealth Management position in Q2 2026.
Carpenter Technology made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #398 holding.
Avior Wealth Management first reported a position in Carpenter Technology in Q1 2024 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.