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Harvest Investment Services’s Carpenter Technology CRS Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-9,149
Closed -$2.25M – 336
2025
Q3 		$2.25M Buy
9,149
+167
+2% +$42.7K 0.45% 66
2025
Q2 		$2.48M Sell
8,982
-1,990
-18% -$434K 0.56% 39
2025
Q1 		$1.99M Sell
10,972
-8,505
-44% -$1.64M 0.55% 38
2024
Q4 		$3.31M Buy
19,477
+5,224
+37% +$896K 0.81% 33
2024
Q3 		$2.27M Buy
14,253
+7,237
+103% +$980K 0.73% 36
2024
Q2 		$769K Buy
+7,016
New +$674K 0.31% 85
2024
Q1 		– Sell
-11,664
Closed -$826K – 179
2023
Q4 		$826K Buy
+11,664
New +$784K 0.38% 71
2022
Q1 		– Sell
-16,433
Closed -$479K – 195
2021
Q4 		$479K Sell
16,433
-10,522
-39% -$328K 0.2% 146
2021
Q3 		$882K Buy
26,955
+1,728
+7% +$61.2K 0.36% 82
2021
Q2 		$1.01M Buy
25,227
+10,500
+71% +$444K 0.43% 61
2021
Q1 		$606K Buy
+14,727
New +$559K 0.27% 111

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Investment Services's CRS Position: Q4 2025 in Review

Harvest Investment Services sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 9,149 shares — an estimated $2.25M sold.

Harvest Investment Services first reported a position in CRS in Q1 2021 and held it in 11 quarters. The position peaked at $3.31M in Q4 2024. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Harvest Investment Services reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 9,149 Carpenter Technology shares in Q4 2025, an estimated $2.25M.
  • Harvest Investment Services first reported a position in Carpenter Technology in Q1 2021 and held it in 11 quarters.
  • Harvest Investment Services's Carpenter Technology position peaked at $3.31M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.