Fermata Advisors’s Carpenter Technology CRS Stock Holding History

Fermata 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	$213K	Buy	+345	New	+$162K	0.04%	253

Other funds holding CRS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Fermata Advisors's CRS Position: Q2 2026 in Review

Fermata Advisors opened a new position in Carpenter Technology (CRS) in Q2 2026: 345 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

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

Fermata Advisors held 345 shares of Carpenter Technology worth $213K as of Q2 2026.
Carpenter Technology was a new Fermata Advisors position in Q2 2026.
Carpenter Technology made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #253 holding.
104 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.