Corient Private Wealth
CRS icon

Corient Private Wealth’s Carpenter Technology CRS Stock Holding History

Corient Private Wealth’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 		$735K Sell
1,864
-670
-26% -$244K ﹤0.01% 1820
2025
Q4 		$795K Buy
+2,534
New +$762K ﹤0.01% 2014
2024
Q4 		– Sell
-1,427
Closed -$228K – 2394
2024
Q3 		$228K Buy
+1,427
New +$193K ﹤0.01% 2163

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 $10.4B AUM 25.66% 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

Corient Private Wealth's CRS Position: Q1 2026 in Review

Corient Private Wealth reduced its Carpenter Technology (CRS) stake by 26% in Q1 2026, selling an estimated $244K and leaving 1,864 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Corient Private Wealth first reported a position in CRS in Q3 2024 and has held it in 3 quarters since. The position peaked at $795K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Corient Private Wealth held 1,864 shares of Carpenter Technology worth $735K as of Q1 2026.
  • Corient Private Wealth sold 670 Carpenter Technology shares in Q1 2026, an estimated $244K.
  • Carpenter Technology made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1820 holding.
  • Corient Private Wealth first reported a position in Carpenter Technology in Q3 2024 and has held it in 3 quarters since.
  • Corient Private Wealth's Carpenter Technology position peaked at $795K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.