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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
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 $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

Bell Investment Advisors's CRS Position: Q1 2026 in Review

Bell Investment Advisors reduced its Carpenter Technology (CRS) stake by 40% in Q1 2026, selling an estimated $4.37K and leaving 18 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Bell Investment Advisors first reported a position in CRS in Q3 2021 and has held it in 8 quarters since. The position peaked at $9.45K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Bell Investment Advisors held 18 shares of Carpenter Technology worth $7.09K as of Q1 2026.
  • Bell Investment Advisors sold 12 Carpenter Technology shares in Q1 2026, an estimated $4.37K.
  • Carpenter Technology made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #815 holding.
  • Bell Investment Advisors first reported a position in Carpenter Technology in Q3 2021 and has held it in 8 quarters since.
  • Bell Investment Advisors's Carpenter Technology position peaked at $9.45K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.