Garde Capital’s Carpenter Technology CRS Stock Holding History

Garde 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	-5	Closed	-$1.38K	–	371
2025 Q2	$1.38K	Hold	5	–	–	﹤0.01%	654
2025 Q1	$906	Buy	+5	New	+$964	﹤0.01%	675

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Garde Capital's CRS Position: Q3 2025 in Review

Garde Capital sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 5 shares — an estimated $1.38K sold.

Garde Capital first reported a position in CRS in Q1 2025 and held it in 2 quarters. The position peaked at $1.38K in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

Garde Capital reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 Carpenter Technology shares in Q3 2025, an estimated $1.38K.
Garde Capital first reported a position in Carpenter Technology in Q1 2025 and held it in 2 quarters.
Garde Capital's Carpenter Technology position peaked at $1.38K in Q2 2025.
580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.