DWS
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Discipline Wealth Solutions’s Carpenter Technology CRS Stock Holding History

Discipline Wealth Solutions’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 		$236K Buy
+600
New +$219K 0.02% 178

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

Discipline Wealth Solutions's CRS Position: Q1 2026 in Review

Discipline Wealth Solutions opened a new position in Carpenter Technology (CRS) in Q1 2026: 600 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Discipline Wealth Solutions held 600 shares of Carpenter Technology worth $236K as of Q1 2026.
  • Carpenter Technology was a new Discipline Wealth Solutions position in Q1 2026.
  • Carpenter Technology made up 0.02% of Discipline Wealth Solutions's portfolio in Q1 2026, its #178 holding.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.