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B. Riley Wealth Advisors’s Carpenter Technology CRS Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-965
Closed -$304K – 940
2025
Q4 		$304K Sell
965
-10
-1% -$3.01K 0.01% 703
2025
Q3 		$239K Buy
975
+62
+7% +$15.9K 0.01% 817
2025
Q2 		$252K Buy
+913
New +$199K 0.01% 784
2023
Q3 		– Sell
-3,738
Closed -$210K – 1539
2023
Q2 		$210K Buy
+3,738
New +$183K ﹤0.01% 1335

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

B. Riley Wealth Advisors's CRS Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Carpenter Technology (CRS) in Q1 2026, closing a stake of 965 shares — an estimated $304K sold.

B. Riley Wealth Advisors first reported a position in CRS in Q2 2023 and held it in 4 quarters. The position peaked at $304K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Carpenter Technology position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 965 Carpenter Technology shares in Q1 2026, an estimated $304K.
  • B. Riley Wealth Advisors first reported a position in Carpenter Technology in Q2 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Carpenter Technology position peaked at $304K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.