Harbor Investment Advisory’s Carpenter Technology CRS Stock Holding History

Harbor Investment Advisory’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	$117K	Buy	+190	New	+$89.5K	0.01%	514
2022 Q3	–	Sell	-100	Closed	-$3.31K	–	1334
2022 Q2	$3K	Buy	+100	New	+$3.56K	﹤0.01%	1191
2020 Q3	–	Sell	-63	Closed	-$2K	–	1153
2020 Q2	$2K	Buy	+63	New	+$1.4K	﹤0.01%	979

Other funds holding CRS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbor Investment Advisory's CRS Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Carpenter Technology (CRS) in Q2 2026: 190 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in CRS as recently as Q2 2022.

Harbor Investment Advisory first reported a position in CRS in Q2 2020 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Harbor Investment Advisory held 190 shares of Carpenter Technology worth $117K as of Q2 2026.
Carpenter Technology was a new Harbor Investment Advisory position in Q2 2026.
Carpenter Technology made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #514 holding.
Harbor Investment Advisory first reported a position in Carpenter Technology in Q2 2020 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.