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Gateway Wealth Partners’s Carpenter Technology CRS Stock Holding History

Gateway Wealth Partners’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 		$315K Sell
511
-466
-48% -$219K 0.02% 607
2026
Q1 		$385K Buy
+977
New +$356K 0.02% 661

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State Street
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Invesco
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gateway Wealth Partners's CRS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Carpenter Technology (CRS) stake by 48% in Q2 2026, selling an estimated $219K and leaving 511 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #607.

Gateway Wealth Partners first reported a position in CRS in Q1 2026 and has held it in 2 quarters since. The position peaked at $385K in Q1 2026. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Gateway Wealth Partners held 511 shares of Carpenter Technology worth $315K as of Q2 2026.
  • Gateway Wealth Partners sold 466 Carpenter Technology shares in Q2 2026, an estimated $219K.
  • Carpenter Technology made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #607 holding.
  • Gateway Wealth Partners first reported a position in Carpenter Technology in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Carpenter Technology position peaked at $385K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.