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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
Q2 		$5.23M Sell
8,481
-516
-6% -$243K 3.06% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Guided Capital Wealth Management's CRS Position: Q2 2026 in Review

Guided Capital Wealth Management reduced its Carpenter Technology (CRS) stake by 5.7% in Q2 2026, selling an estimated $243K and leaving 8,481 shares worth $5.23M. The position accounts for 3.06% of the portfolio, ranked #12.

Guided Capital Wealth Management first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Guided Capital Wealth Management held 8,481 shares of Carpenter Technology worth $5.23M as of Q2 2026.
  • Guided Capital Wealth Management sold 516 Carpenter Technology shares in Q2 2026, an estimated $243K.
  • Carpenter Technology made up 3.06% of Guided Capital Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Guided Capital Wealth Management first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.