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Diversify Advisory Services’s Carpenter Technology CRS Stock Holding History

Diversify Advisory Services’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
2025
Q3 		– Sell
-1,053
Closed -$271K – 885
2025
Q2 		$271K Buy
+1,053
New +$230K 0.01% 710

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Diversify Advisory Services's CRS Position: Q3 2025 in Review

Diversify Advisory Services sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 1,053 shares — an estimated $271K sold.

Diversify Advisory Services first reported a position in CRS in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • Diversify Advisory Services reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 1,053 Carpenter Technology shares in Q3 2025, an estimated $271K.
  • Diversify Advisory Services first reported a position in Carpenter Technology in Q2 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Carpenter Technology position peaked at $271K in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.