Blue Trust Inc’s Carpenter Technology CRS Stock Holding History

Blue Trust Inc’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	$33.3K	Buy	+54	New	+$25.4K	﹤0.01%	1508
2024 Q4	–	Sell	-33	Closed	-$3.62K	–	2550
2024 Q3	$3.62K	Buy	+33	New	+$4.47K	﹤0.01%	2465
2023 Q3	–	Sell	-18	Closed	-$1K	–	2080
2023 Q2	$1K	Hold	18	–	–	﹤0.01%	1825
2023 Q1	$1K	Buy	+18	New	+$820	﹤0.01%	2129

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Blue Trust Inc's CRS Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Carpenter Technology (CRS) in Q2 2026: 54 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in CRS as recently as Q3 2024.

Blue Trust Inc first reported a position in CRS in Q1 2023 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Blue Trust Inc held 54 shares of Carpenter Technology worth $33.3K as of Q2 2026.
Carpenter Technology was a new Blue Trust Inc position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1508 holding.
Blue Trust Inc first reported a position in Carpenter Technology in Q1 2023 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.