Beaird Harris Wealth Management’s Carpenter Technology CRS Stock Holding History

Beaird Harris 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	$17.7K	Buy	29 +25	+625%	+$11.8K	﹤0.01%	348
2026 Q1	$1.45K	Hold	4	–	–	﹤0.01%	515
2025 Q4	$1.16K	Hold	4	–	–	﹤0.01%	557
2025 Q3	$902	Buy	4 +1	+33%	+$256	﹤0.01%	582
2025 Q2	$830	Buy	+3	New	+$654	﹤0.01%	571

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

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Beaird Harris Wealth Management's CRS Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Carpenter Technology (CRS) stake by 625% in Q2 2026, buying an estimated $11.8K and bringing the position to 29 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Beaird Harris Wealth Management first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Beaird Harris Wealth Management held 29 shares of Carpenter Technology worth $17.7K as of Q2 2026.
Beaird Harris Wealth Management bought 25 Carpenter Technology shares in Q2 2026, an estimated $11.8K.
Carpenter Technology made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #348 holding.
Beaird Harris Wealth Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.