Clearstead Advisors’s Carpenter Technology CRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$125K Sell
202
-322
-61% -$152K ﹤0.01% 1224
2026
Q1
$207K Buy
524
+302
+136% +$110K ﹤0.01% 987
2025
Q4
$69.9K Sell
222
-15
-6% -$4.51K ﹤0.01% 1253
2025
Q3
$58.2K Buy
237
+36
+18% +$9.21K ﹤0.01% 1235
2025
Q2
$55.6K Buy
201
+110
+121% +$24K ﹤0.01% 1259
2025
Q1
$16.5K Hold
91
﹤0.01% 1476
2024
Q4
$15.4K Buy
+91
New +$15.6K ﹤0.01% 1462

Other funds holding CRS

Clearstead Advisors's CRS Position: Q2 2026 in Review

Clearstead Advisors reduced its Carpenter Technology (CRS) stake by 61% in Q2 2026, selling an estimated $152K and leaving 202 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Clearstead Advisors first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. The position peaked at $207K in Q1 2026. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Clearstead Advisors held 202 shares of Carpenter Technology worth $125K as of Q2 2026.
  • Clearstead Advisors sold 322 Carpenter Technology shares in Q2 2026, an estimated $152K.
  • Carpenter Technology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1224 holding.
  • Clearstead Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Carpenter Technology position peaked at $207K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.