Dogwood Wealth Management’s Carpenter Technology CRS Stock Holding History

Dogwood Wealth Management’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	$6.17K	Buy	+10	New	+$4.71K	﹤0.01%	472

Other funds holding CRS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Dogwood Wealth Management's CRS Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Carpenter Technology (CRS) in Q2 2026: 10 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

99 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Dogwood Wealth Management held 10 shares of Carpenter Technology worth $6.17K as of Q2 2026.
Carpenter Technology was a new Dogwood Wealth Management position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #472 holding.
99 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.