Focus Partners Wealth
CRS icon

Focus Partners Wealth’s Carpenter Technology CRS Stock Holding History

Focus Partners Wealth’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 		$3.9M Buy
9,902
+3,211
+48% +$1.17M ﹤0.01% 1029
2025
Q4 		$2.11M Buy
6,691
+654
+11% +$197K ﹤0.01% 1304
2025
Q3 		$1.48M Buy
6,037
+1,639
+37% +$419K ﹤0.01% 1128
2025
Q2 		$1.22M Sell
4,398
-217
-5% -$47.3K ﹤0.01% 1063
2025
Q1 		$836K Buy
4,615
+314
+7% +$60.5K ﹤0.01% 1127
2024
Q4 		$730K Sell
4,301
-278
-6% -$47.7K ﹤0.01% 1169
2024
Q3 		$731K Buy
+4,579
New +$620K ﹤0.01% 1028

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

Focus Partners Wealth's CRS Position: Q1 2026 in Review

Focus Partners Wealth increased its Carpenter Technology (CRS) stake by 48% in Q1 2026, buying an estimated $1.17M and bringing the position to 9,902 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Focus Partners Wealth first reported a position in CRS in Q3 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Focus Partners Wealth held 9,902 shares of Carpenter Technology worth $3.9M as of Q1 2026.
  • Focus Partners Wealth bought 3,211 Carpenter Technology shares in Q1 2026, an estimated $1.17M.
  • Carpenter Technology made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1029 holding.
  • Focus Partners Wealth first reported a position in Carpenter Technology in Q3 2024 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.