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Beacon Pointe Advisors’s Carpenter Technology CRS Stock Holding History

Beacon Pointe 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
Q2 		$926K Buy
1,502
+21
+1% +$9.89K ﹤0.01% 1070
2026
Q1 		$584K Buy
+1,481
New +$539K ﹤0.01% 1228
2025
Q3 		– Sell
-1,855
Closed -$513K – 1410
2025
Q2 		$513K Buy
+1,855
New +$404K 0.01% 874

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's CRS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Carpenter Technology (CRS) stake by 1.4% in Q2 2026, buying an estimated $9.89K and bringing the position to 1,502 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Beacon Pointe Advisors first reported a position in CRS in Q2 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Beacon Pointe Advisors held 1,502 shares of Carpenter Technology worth $926K as of Q2 2026.
  • Beacon Pointe Advisors bought 21 Carpenter Technology shares in Q2 2026, an estimated $9.89K.
  • Carpenter Technology made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1070 holding.
  • Beacon Pointe Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.