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Bell Investment Advisors’s Carpenter Technology CRS Stock Holding History

Bell Investment 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 		$11.1K Hold
18
– – ﹤0.01% 674
2026
Q1 		$7.09K Sell
18
-12
-40% -$4.37K ﹤0.01% 815
2025
Q4 		$9.45K Buy
30
+21
+233% +$6.32K ﹤0.01% 714
2025
Q3 		$2.21K Hold
9
– – ﹤0.01% 1301
2025
Q2 		$2.49K Buy
9
+6
+200% +$1.31K ﹤0.01% 1282
2025
Q1 		$544 Hold
3
– – ﹤0.01% 1724
2024
Q4 		$510 Buy
+3
New +$515 ﹤0.01% 1760
2021
Q4 		$1K Sell
35
-4
-10% -$125 ﹤0.01% 1392
2021
Q3 		$1K Buy
+39
New +$1.38K ﹤0.01% 1325

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's CRS Position: Q2 2026 in Review

Bell Investment Advisors held its Carpenter Technology (CRS) position steady in Q2 2026 at 18 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Bell Investment Advisors first reported a position in CRS in Q3 2021 and has held it in 9 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Bell Investment Advisors held 18 shares of Carpenter Technology worth $11.1K as of Q2 2026.
  • Bell Investment Advisors left its Carpenter Technology share count unchanged in Q2 2026.
  • Carpenter Technology made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #674 holding.
  • Bell Investment Advisors first reported a position in Carpenter Technology in Q3 2021 and has held it in 9 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.