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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
Q2 		$41.3K Buy
67
+1
+2% +$471 ﹤0.01% 644
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CVA Family Office's CRS Position: Q2 2026 in Review

CVA Family Office increased its Carpenter Technology (CRS) stake by 1.5% in Q2 2026, buying an estimated $471 and bringing the position to 67 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

CVA Family Office first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • CVA Family Office held 67 shares of Carpenter Technology worth $41.3K as of Q2 2026.
  • CVA Family Office bought 1 Carpenter Technology share in Q2 2026, an estimated $471.
  • Carpenter Technology made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #644 holding.
  • CVA Family Office first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.