EWM
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Elevatus Welath Management’s Carpenter Technology CRS Stock Holding History

Elevatus Welath 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 		$529K Hold
858
– – 0.13% 124
2026
Q1 		$338K Buy
858
+1
+0.1% +$364 0.18% 96
2025
Q4 		$270K Hold
857
– – 0.07% 125
2025
Q3 		$210K Buy
857
+1
+0.1% +$256 0.06% 122
2025
Q2 		$237K Sell
856
-364
-30% -$79.3K 0.08% 102
2025
Q1 		$221K Buy
1,220
+2
+0.2% +$386 0.13% 92
2024
Q4 		$207K Buy
+1,218
New +$209K 0.07% 102

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevatus Welath Management's CRS Position: Q2 2026 in Review

Elevatus Welath Management held its Carpenter Technology (CRS) position steady in Q2 2026 at 858 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #124.

Elevatus Welath Management first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Elevatus Welath Management held 858 shares of Carpenter Technology worth $529K as of Q2 2026.
  • Elevatus Welath Management left its Carpenter Technology share count unchanged in Q2 2026.
  • Carpenter Technology made up 0.13% of Elevatus Welath Management's portfolio in Q2 2026, its #124 holding.
  • Elevatus Welath Management first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.