Empirical Wealth Management’s Carpenter Technology CRS Stock Holding History

Empirical 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	$236K	Buy	+383	New	+$180K	﹤0.01%	963

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

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

Empirical Wealth Management opened a new position in Carpenter Technology (CRS) in Q2 2026: 383 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

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

Empirical Wealth Management held 383 shares of Carpenter Technology worth $236K as of Q2 2026.
Carpenter Technology was a new Empirical Wealth Management position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #963 holding.
262 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.