Family Wealth Partners’s Carpenter Technology CRS Stock Holding History

Family Wealth Partners’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	$302K	Buy	+489	New	+$230K	0.09%	81

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

OMC

Overbrook Management Corp New York $663M AUM 35.04% 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 $44.6B AUM 28.94% 1-Year Est. Return

Family Wealth Partners's CRS Position: Q2 2026 in Review

Family Wealth Partners opened a new position in Carpenter Technology (CRS) in Q2 2026: 489 shares worth $302K. The stake represents 0.09% of the portfolio and ranks #81 among its holdings.

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

Family Wealth Partners held 489 shares of Carpenter Technology worth $302K as of Q2 2026.
Carpenter Technology was a new Family Wealth Partners position in Q2 2026.
Carpenter Technology made up 0.09% of Family Wealth Partners's portfolio in Q2 2026, its #81 holding.
307 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.