AWM
CRS icon

Axxcess Wealth Management’s Carpenter Technology CRS Stock Holding History

Axxcess 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 		$985K Buy
1,597
+74
+5% +$34.8K 0.02% 535
2026
Q1 		$600K Sell
1,523
-690
-31% -$251K 0.02% 282
2025
Q4 		$697K Buy
2,213
+835
+61% +$251K 0.01% 598
2025
Q3 		$338K Buy
1,378
+638
+86% +$163K 0.01% 720
2025
Q2 		$205K Buy
+740
New +$161K ﹤0.01% 844

Other funds holding CRS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Axxcess Wealth Management increased its Carpenter Technology (CRS) stake by 4.9% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,597 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #535.

Axxcess Wealth Management first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Axxcess Wealth Management held 1,597 shares of Carpenter Technology worth $985K as of Q2 2026.
  • Axxcess Wealth Management bought 74 Carpenter Technology shares in Q2 2026, an estimated $34.8K.
  • Carpenter Technology made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Axxcess Wealth Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.