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Financial Consulate’s Carpenter Technology CRS Stock Holding History

Financial Consulate’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 		$118K Hold
300
– – 0.01% 198
2025
Q4 		$94.5K Hold
300
– – 0.01% 244
2025
Q3 		$73.7K Buy
+300
New +$76.7K 0.01% 269

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 $9.01B AUM 30.26% 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

Financial Consulate's CRS Position: Q1 2026 in Review

Financial Consulate held its Carpenter Technology (CRS) position steady in Q1 2026 at 300 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #198.

Financial Consulate first reported a position in CRS in Q3 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Financial Consulate held 300 shares of Carpenter Technology worth $118K as of Q1 2026.
  • Financial Consulate left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #198 holding.
  • Financial Consulate first reported a position in Carpenter Technology in Q3 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.