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EverSource Wealth Advisors’s Carpenter Technology CRS Stock Holding History

EverSource 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 		$574K Buy
931
+172
+23% +$81K 0.02% 515
2026
Q1 		$299K Buy
759
+243
+47% +$88.5K 0.01% 849
2025
Q4 		$162K Sell
516
-89
-15% -$26.8K 0.01% 1053
2025
Q3 		$149K Buy
605
+155
+34% +$39.6K 0.01% 1067
2025
Q2 		$124K Buy
450
+361
+406% +$78.7K 0.01% 1081
2025
Q1 		$16.1K Sell
89
-580
-87% -$112K ﹤0.01% 1819
2024
Q4 		$114K Buy
669
+71
+12% +$12.2K 0.01% 867
2024
Q3 		$95.4K Buy
598
+113
+23% +$15.3K 0.01% 802
2024
Q2 		$70.7K Buy
485
+178
+58% +$17.1K ﹤0.01% 937
2024
Q1 		$26.3K Buy
307
+231
+304% +$15.1K ﹤0.01% 1237
2023
Q4 		$5.38K Sell
76
-115
-60% -$7.73K ﹤0.01% 1826
2023
Q3 		$12.8K Hold
191
– – ﹤0.01% 1322
2023
Q2 		$10.7K Buy
191
+85
+80% +$4.16K ﹤0.01% 1406
2023
Q1 		$4.75K Hold
106
– – ﹤0.01% 1658
2022
Q4 		$3.92K Sell
106
-46
-30% -$1.75K ﹤0.01% 1698
2022
Q3 		$4K Buy
152
+49
+48% +$1.62K ﹤0.01% 1423
2022
Q2 		$3K Buy
103
+19
+23% +$676 ﹤0.01% 1387
2022
Q1 		$4K Sell
84
-39
-32% -$1.36K ﹤0.01% 1321
2021
Q4 		$4K Buy
+123
New +$3.83K ﹤0.01% 1316

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

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

EverSource Wealth Advisors increased its Carpenter Technology (CRS) stake by 23% in Q2 2026, buying an estimated $81K and bringing the position to 931 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #515.

EverSource Wealth Advisors first reported a position in CRS in Q4 2021 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • EverSource Wealth Advisors held 931 shares of Carpenter Technology worth $574K as of Q2 2026.
  • EverSource Wealth Advisors bought 172 Carpenter Technology shares in Q2 2026, an estimated $81K.
  • Carpenter Technology made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #515 holding.
  • EverSource Wealth Advisors first reported a position in Carpenter Technology in Q4 2021 and has held it in 19 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.