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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's CRS Position: Q1 2026 in Review

EP Wealth Advisors reduced its Carpenter Technology (CRS) stake by 5.8% in Q1 2026, selling an estimated $33.1K and leaving 1,491 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

EP Wealth Advisors first reported a position in CRS in Q3 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • EP Wealth Advisors held 1,491 shares of Carpenter Technology worth $588K as of Q1 2026.
  • EP Wealth Advisors sold 91 Carpenter Technology shares in Q1 2026, an estimated $33.1K.
  • Carpenter Technology made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #836 holding.
  • EP Wealth Advisors first reported a position in Carpenter Technology in Q3 2024 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.