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Concurrent Investment Advisors’s Carpenter Technology CRS Stock Holding History

Concurrent 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 		$2.16M Buy
5,477
+336
+7% +$122K 0.02% 588
2025
Q4 		$1.62M Buy
5,141
+2,883
+128% +$867K 0.02% 647
2025
Q3 		$555K Sell
2,258
-730
-24% -$187K 0.01% 868
2025
Q2 		$826K Sell
2,988
-2,386
-44% -$520K 0.02% 656
2025
Q1 		$974K Buy
+5,374
New +$1.04M 0.02% 554

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

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

Concurrent Investment Advisors increased its Carpenter Technology (CRS) stake by 6.5% in Q1 2026, buying an estimated $122K and bringing the position to 5,477 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #588.

Concurrent Investment Advisors first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Concurrent Investment Advisors held 5,477 shares of Carpenter Technology worth $2.16M as of Q1 2026.
  • Concurrent Investment Advisors bought 336 Carpenter Technology shares in Q1 2026, an estimated $122K.
  • Carpenter Technology made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #588 holding.
  • Concurrent Investment Advisors first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.