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Guided Capital Wealth Management’s Carpenter Technology CRS Stock Holding History

Guided Capital Wealth Management’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 		$3.55M Sell
8,997
-3,409
-27% -$1.24M 2.34% 14
2025
Q4 		$3.91M Buy
12,406
+1,001
+9% +$301K 2.74% 12
2025
Q3 		$2.8M Buy
11,405
+177
+2% +$45.3K 2.4% 15
2025
Q2 		$3.1M Buy
11,228
+19
+0.2% +$4.14K 2.39% 16
2025
Q1 		$2.03M Buy
+11,209
New +$2.16M 1.7% 19

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 $10.4B AUM 25.66% 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

Guided Capital Wealth Management's CRS Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its Carpenter Technology (CRS) stake by 27% in Q1 2026, selling an estimated $1.24M and leaving 8,997 shares worth $3.55M. The position accounts for 2.34% of the portfolio, ranked #14.

Guided Capital Wealth Management first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.91M in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Guided Capital Wealth Management held 8,997 shares of Carpenter Technology worth $3.55M as of Q1 2026.
  • Guided Capital Wealth Management sold 3,409 Carpenter Technology shares in Q1 2026, an estimated $1.24M.
  • Carpenter Technology made up 2.34% of Guided Capital Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Guided Capital Wealth Management first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • Guided Capital Wealth Management's Carpenter Technology position peaked at $3.91M in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.