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Bright Futures Wealth Management’s Carpenter Technology CRS Stock Holding History

Bright Futures 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
Q1 		$1.28M Buy
3,237
+542
+20% +$197K 0.87% 37
2025
Q4 		$849K Sell
2,695
-51
-2% -$15.3K 0.63% 54
2025
Q3 		$674K Buy
+2,746
New +$702K 0.53% 61
2025
Q1 		$465K Sell
2,775
-10
-0.4% -$1.93K 0.51% 59
2024
Q4 		$582K Sell
2,785
-48
-2% -$8.23K 0.52% 56
2024
Q3 		$452K Hold
2,833
– – 0.22% 126
2024
Q2 		$386K Hold
2,833
– – 0.21% 130
2024
Q1 		$303K Buy
+2,833
New +$185K 0.16% 154

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

Bright Futures Wealth Management's CRS Position: Q1 2026 in Review

Bright Futures Wealth Management increased its Carpenter Technology (CRS) stake by 20% in Q1 2026, buying an estimated $197K and bringing the position to 3,237 shares worth $1.28M. The position accounts for 0.87% of the portfolio, ranked #37.

Bright Futures Wealth Management first reported a position in CRS in Q1 2024 and has held it in 8 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Bright Futures Wealth Management held 3,237 shares of Carpenter Technology worth $1.28M as of Q1 2026.
  • Bright Futures Wealth Management bought 542 Carpenter Technology shares in Q1 2026, an estimated $197K.
  • Carpenter Technology made up 0.87% of Bright Futures Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Bright Futures Wealth Management first reported a position in Carpenter Technology in Q1 2024 and has held it in 8 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.