HCA
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Heck Capital Advisors’s Carpenter Technology CRS Stock Holding History

Heck Capital Advisors’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
Q2 		– Sell
-91
Closed -$16.5K – 187
2025
Q1 		$16.5K Sell
91
-91
-50% -$17.5K ﹤0.01% 200
2024
Q4 		$30.9K Buy
+182
New +$31.2K ﹤0.01% 434

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
SP
SurgoCap Partners New York $3.09B AUM 56.85% 1-Year Est. Return

Heck Capital Advisors's CRS Position: Q2 2025 in Review

Heck Capital Advisors sold out of Carpenter Technology (CRS) in Q2 2025, closing a stake of 91 shares — an estimated $16.5K sold.

Heck Capital Advisors first reported a position in CRS in Q4 2024 and held it in 2 quarters. The position peaked at $30.9K in Q4 2024. 574 funds tracked by Wall St. Rank hold CRS as of Q2 2025.

  • Heck Capital Advisors reported no remaining Carpenter Technology position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 91 Carpenter Technology shares in Q2 2025, an estimated $16.5K.
  • Heck Capital Advisors first reported a position in Carpenter Technology in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Carpenter Technology position peaked at $30.9K in Q4 2024.
  • 574 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.