FC
CRS icon

FORA Capital’s Carpenter Technology CRS Stock Holding History

FORA Capital’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
2025
Q3 		– Sell
-10,791
Closed -$2.98M – 524
2025
Q2 		$2.98M Buy
10,791
+5,123
+90% +$1.12M 0.33% 80
2025
Q1 		$1.03M Buy
5,668
+2,453
+76% +$473K 0.1% 219
2024
Q4 		$546K Buy
3,215
+315
+11% +$54K 0.06% 255
2024
Q3 		$463K Sell
2,900
-12,775
-81% -$1.73M 0.05% 296
2024
Q2 		$1.72M Buy
+15,675
New +$1.51M 0.21% 157
2021
Q3 		– Sell
-1,379
Closed -$55K – 465
2021
Q2 		$55K Buy
+1,379
New +$58.3K 0.01% 696
2020
Q2 		– Sell
-12,809
Closed -$250K – 977
2020
Q1 		$250K Buy
+12,809
New +$478K 0.05% 398

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

FORA Capital's CRS Position: Q3 2025 in Review

FORA Capital sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 10,791 shares — an estimated $2.98M sold.

FORA Capital first reported a position in CRS in Q1 2020 and held it in 7 quarters. The position peaked at $2.98M in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • FORA Capital reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 10,791 Carpenter Technology shares in Q3 2025, an estimated $2.98M.
  • FORA Capital first reported a position in Carpenter Technology in Q1 2020 and held it in 7 quarters.
  • FORA Capital's Carpenter Technology position peaked at $2.98M in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.