Diversify Advisory Services’s Carpenter Technology CRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.71M Buy
+8,125
New +$3.83M 0.08% 227
2025
Q3
Sell
-1,053
Closed -$271K 885
2025
Q2
$271K Buy
+1,053
New +$230K 0.01% 710

Other funds holding CRS

Diversify Advisory Services's CRS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Carpenter Technology (CRS) in Q2 2026: 8,125 shares worth $4.71M. The stake represents 0.08% of the portfolio and ranks #227 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CRS as recently as Q2 2025.

Diversify Advisory Services first reported a position in CRS in Q2 2025 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Diversify Advisory Services held 8,125 shares of Carpenter Technology worth $4.71M as of Q2 2026.
  • Carpenter Technology was a new Diversify Advisory Services position in Q2 2026.
  • Carpenter Technology made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #227 holding.
  • Diversify Advisory Services first reported a position in Carpenter Technology in Q2 2025 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.