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EP Wealth Advisors’s Carpenter Technology CRS Stock Holding History

EP Wealth Advisors’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 		$1.15M Buy
1,860
+369
+25% +$174K ﹤0.01% 710
2026
Q1 		$588K Sell
1,491
-91
-6% -$33.1K ﹤0.01% 836
2025
Q4 		$498K Buy
+1,582
New +$476K ﹤0.01% 881
2025
Q2 		$420K Buy
1,521
+9
+0.6% +$1.96K ﹤0.01% 851
2025
Q1 		$274K Sell
1,512
-656
-30% -$126K ﹤0.01% 957
2024
Q4 		$368K Buy
2,168
+95
+5% +$16.3K ﹤0.01% 789
2024
Q3 		$331K Buy
+2,073
New +$281K ﹤0.01% 820

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CRS Position: Q2 2026 in Review

EP Wealth Advisors increased its Carpenter Technology (CRS) stake by 25% in Q2 2026, buying an estimated $174K and bringing the position to 1,860 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

EP Wealth Advisors first reported a position in CRS in Q3 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • EP Wealth Advisors held 1,860 shares of Carpenter Technology worth $1.15M as of Q2 2026.
  • EP Wealth Advisors bought 369 Carpenter Technology shares in Q2 2026, an estimated $174K.
  • Carpenter Technology made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #710 holding.
  • EP Wealth Advisors first reported a position in Carpenter Technology in Q3 2024 and has held it in 7 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.