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Daymark Wealth Partners’s Carpenter Technology CRS Stock Holding History

Daymark Wealth Partners’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 		$655K Buy
1,061
+379
+56% +$178K 0.02% 415
2026
Q1 		$269K Buy
+682
New +$248K 0.01% 609

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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
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

Daymark Wealth Partners's CRS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Carpenter Technology (CRS) stake by 56% in Q2 2026, buying an estimated $178K and bringing the position to 1,061 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #415.

Daymark Wealth Partners first reported a position in CRS in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Daymark Wealth Partners held 1,061 shares of Carpenter Technology worth $655K as of Q2 2026.
  • Daymark Wealth Partners bought 379 Carpenter Technology shares in Q2 2026, an estimated $178K.
  • Carpenter Technology made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Daymark Wealth Partners first reported a position in Carpenter Technology in Q1 2026 and has held it in 2 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.