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Global Financial Private Client’s Carpenter Technology CRS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-13
Closed -$2.35K – 526
2025
Q1 		$2.35K Buy
13
+10
+333% +$1.93K ﹤0.01% 827
2024
Q4 		$509 Buy
+3
New +$515 ﹤0.01% 935

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Global Financial Private Client's CRS Position: Q2 2025 in Review

Global Financial Private Client sold out of Carpenter Technology (CRS) in Q2 2025, closing a stake of 13 shares — an estimated $2.35K sold.

Global Financial Private Client first reported a position in CRS in Q4 2024 and held it in 2 quarters. The position peaked at $2.35K in Q1 2025. 574 funds tracked by Wall St. Rank hold CRS as of Q2 2025.

  • Global Financial Private Client reported no remaining Carpenter Technology position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 Carpenter Technology shares in Q2 2025, an estimated $2.35K.
  • Global Financial Private Client first reported a position in Carpenter Technology in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Carpenter Technology position peaked at $2.35K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.