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Darwin Wealth Management’s Carpenter Technology CRS Stock Holding History

Darwin Wealth Management’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 		– Sell
-50
Closed -$15.7K – 622
2025
Q4 		$15.7K Hold
50
– – ﹤0.01% 334
2025
Q3 		$12.3K Hold
50
– – ﹤0.01% 351
2025
Q2 		$13.8K Hold
50
– – ﹤0.01% 319
2025
Q1 		$8.48K Hold
50
– – ﹤0.01% 392
2024
Q4 		$8.48K Buy
+50
New +$8.57K ﹤0.01% 392

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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 $3.09B AUM 56.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Darwin Wealth Management's CRS Position: Q1 2026 in Review

Darwin Wealth Management sold out of Carpenter Technology (CRS) in Q1 2026, closing a stake of 50 shares — an estimated $15.7K sold.

Darwin Wealth Management first reported a position in CRS in Q4 2024 and held it in 5 quarters. The position peaked at $15.7K in Q4 2025. 698 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Darwin Wealth Management reported no remaining Carpenter Technology position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 50 Carpenter Technology shares in Q1 2026, an estimated $15.7K.
  • Darwin Wealth Management first reported a position in Carpenter Technology in Q4 2024 and held it in 5 quarters.
  • Darwin Wealth Management's Carpenter Technology position peaked at $15.7K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.