HWM
CRS icon

Hemington Wealth Management’s Carpenter Technology CRS Stock Holding History

Hemington 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
2025
Q3 		$25K Buy
105
+4
+4% +$1.02K ﹤0.01% 558
2025
Q2 		$27K Buy
101
+6
+6% +$1.31K ﹤0.01% 511
2025
Q1 		$17K Buy
95
+21
+28% +$4.05K ﹤0.01% 620
2024
Q4 		$12K Buy
74
+12
+19% +$2.06K ﹤0.01% 695
2024
Q3 		$9K Buy
+62
New +$8.4K ﹤0.01% 736

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Hemington Wealth Management's CRS Position: Q3 2025 in Review

Hemington Wealth Management increased its Carpenter Technology (CRS) stake by 4% in Q3 2025, buying an estimated $1.02K and bringing the position to 105 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Hemington Wealth Management first reported a position in CRS in Q3 2024 and has held it in 5 quarters since. The position peaked at $27K in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • Hemington Wealth Management held 105 shares of Carpenter Technology worth $25K as of Q3 2025.
  • Hemington Wealth Management bought 4 Carpenter Technology shares in Q3 2025, an estimated $1.02K.
  • Carpenter Technology made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #558 holding.
  • Hemington Wealth Management first reported a position in Carpenter Technology in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Carpenter Technology position peaked at $27K in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.