Concord Wealth Partners’s Carpenter Technology CRS Stock Holding History

Concord Wealth Partners’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	$11.7K	Buy	+19	New	+$8.95K	﹤0.01%	550
2022 Q2	–	Sell	-24	Closed	-$1K	–	1256
2022 Q1	$1K	Sell	24 -30	-56%	-$1.05K	﹤0.01%	1182
2021 Q4	$2K	Buy	54 +32	+145%	+$997	﹤0.01%	1110
2021 Q3	$1K	Sell	22 -136	-86%	-$4.82K	﹤0.01%	814
2021 Q2	$6K	Buy	158 +126	+394%	+$5.32K	﹤0.01%	704
2021 Q1	$1K	Sell	32 -15	-32%	-$570	﹤0.01%	894
2020 Q4	$1K	Buy	+47	New	+$1.09K	﹤0.01%	608

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's CRS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Carpenter Technology (CRS) in Q2 2026: 19 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CRS as recently as Q1 2022.

Concord Wealth Partners first reported a position in CRS in Q4 2020 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Concord Wealth Partners held 19 shares of Carpenter Technology worth $11.7K as of Q2 2026.
Carpenter Technology was a new Concord Wealth Partners position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #550 holding.
Concord Wealth Partners first reported a position in Carpenter Technology in Q4 2020 and has held it in 7 quarters since.
878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.