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Hennion & Walsh Asset Management’s Carpenter Technology CRS Stock Holding History

Hennion & Walsh Asset 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 		$3.09M Buy
5,008
+1,173
+31% +$552K 0.09% 280
2026
Q1 		$1.51M Buy
3,835
+2,110
+122% +$769K 0.05% 412
2025
Q4 		$543K Buy
+1,725
New +$519K 0.02% 696

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Hennion & Walsh Asset Management's CRS Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Carpenter Technology (CRS) stake by 31% in Q2 2026, buying an estimated $552K and bringing the position to 5,008 shares worth $3.09M. The position accounts for 0.09% of the portfolio, ranked #280.

Hennion & Walsh Asset Management first reported a position in CRS in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Hennion & Walsh Asset Management held 5,008 shares of Carpenter Technology worth $3.09M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 1,173 Carpenter Technology shares in Q2 2026, an estimated $552K.
  • Carpenter Technology made up 0.09% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #280 holding.
  • Hennion & Walsh Asset Management first reported a position in Carpenter Technology in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.