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CVA Family Office’s Carpenter Technology CRS Stock Holding History

CVA Family Office’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 		$26K Buy
66
+63
+2,100% +$22.9K ﹤0.01% 738
2025
Q4 		$945 Hold
3
– – ﹤0.01% 1115
2025
Q3 		$737 Hold
3
– – ﹤0.01% 1178
2025
Q2 		$829 Hold
3
– – ﹤0.01% 1129
2025
Q1 		$544 Buy
+3
New +$578 ﹤0.01% 1220

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

CVA Family Office's CRS Position: Q1 2026 in Review

CVA Family Office increased its Carpenter Technology (CRS) stake by 2,100% in Q1 2026, buying an estimated $22.9K and bringing the position to 66 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

CVA Family Office 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.

  • CVA Family Office held 66 shares of Carpenter Technology worth $26K as of Q1 2026.
  • CVA Family Office bought 63 Carpenter Technology shares in Q1 2026, an estimated $22.9K.
  • Carpenter Technology made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #738 holding.
  • CVA Family Office 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 CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.