Discipline Wealth Solutions
CRS icon

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
Q3 		$234K Hold
601
– – 0.02% 184
2026
Q2 		$371K Buy
601
+1
+0.2% +$471 0.03% 148
2026
Q1 		$236K Buy
+600
New +$219K 0.02% 178

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Assenagon Asset Management
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Tokio Marine Asset Management
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KBC Group
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Amalgamated Bank
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Orser Capital Management
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ASR Vermogensbeheer
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Discipline Wealth Solutions's CRS Position: Q3 2026 in Review

Discipline Wealth Solutions held its Carpenter Technology (CRS) position steady in Q3 2026 at 601 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #184.

Discipline Wealth Solutions first reported a position in CRS in Q1 2026 and has held it in 3 quarters since. The position peaked at $371K in Q2 2026. 195 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Discipline Wealth Solutions held 601 shares of Carpenter Technology worth $234K as of Q3 2026.
  • Discipline Wealth Solutions left its Carpenter Technology share count unchanged in Q3 2026.
  • Carpenter Technology made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #184 holding.
  • Discipline Wealth Solutions first reported a position in Carpenter Technology in Q1 2026 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Carpenter Technology position peaked at $371K in Q2 2026.
  • 195 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.