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HB Wealth Management’s Carpenter Technology CRS Stock Holding History

HB 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 		$2.02M Buy
3,278
+1,326
+68% +$624K 0.01% 473
2026
Q1 		$769K Buy
1,952
+750
+62% +$273K 0.01% 778
2025
Q4 		$378K Buy
1,202
+135
+13% +$40.6K ﹤0.01% 1027
2025
Q3 		$262K Buy
1,067
+25
+2% +$6.39K ﹤0.01% 1137
2025
Q2 		$288K Buy
+1,042
New +$227K ﹤0.01% 956

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

HB Wealth Management's CRS Position: Q2 2026 in Review

HB Wealth Management increased its Carpenter Technology (CRS) stake by 68% in Q2 2026, buying an estimated $624K and bringing the position to 3,278 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #473.

HB Wealth Management first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • HB Wealth Management held 3,278 shares of Carpenter Technology worth $2.02M as of Q2 2026.
  • HB Wealth Management bought 1,326 Carpenter Technology shares in Q2 2026, an estimated $624K.
  • Carpenter Technology made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #473 holding.
  • HB Wealth Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.