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 Q2	$3.08K	Buy	+5	New	+$2.35K	﹤0.01%	1122

Other funds holding CRS

CAM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

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

RIG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OCM

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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Elevation Wealth Partners's CRS Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Carpenter Technology (CRS) in Q2 2026: 5 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings.

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

Elevation Wealth Partners held 5 shares of Carpenter Technology worth $3.08K as of Q2 2026.
Carpenter Technology was a new Elevation Wealth Partners position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1122 holding.
267 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.