EWP
CRS icon

Elevation Wealth Partners’s Carpenter Technology CRS Stock Holding History

Elevation Wealth Partners’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 		$10.5K Buy
27
+22
+440% +$11.2K ﹤0.01% 875
2026
Q2 		$3.08K Buy
+5
New +$2.35K ﹤0.01% 1122

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's CRS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Carpenter Technology (CRS) stake by 440% in Q3 2026, buying an estimated $11.2K and bringing the position to 27 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Elevation Wealth Partners first reported a position in CRS in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Elevation Wealth Partners held 27 shares of Carpenter Technology worth $10.5K as of Q3 2026.
  • Elevation Wealth Partners bought 22 Carpenter Technology shares in Q3 2026, an estimated $11.2K.
  • Carpenter Technology made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #875 holding.
  • Elevation Wealth Partners first reported a position in Carpenter Technology in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.