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Heritage Wealth Advisors’s Carpenter Technology CRS Stock Holding History

Heritage Wealth 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
2026
Q1 		$29.6K Hold
75
– – ﹤0.01% 392
2025
Q4 		$23.6K Hold
75
– – ﹤0.01% 389
2025
Q3 		$18.4K Hold
75
– – ﹤0.01% 384
2025
Q2 		$20.7K Buy
+75
New +$16.4K ﹤0.01% 371

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's CRS Position: Q1 2026 in Review

Heritage Wealth Advisors held its Carpenter Technology (CRS) position steady in Q1 2026 at 75 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Heritage Wealth Advisors first reported a position in CRS in Q2 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Heritage Wealth Advisors held 75 shares of Carpenter Technology worth $29.6K as of Q1 2026.
  • Heritage Wealth Advisors left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • Heritage Wealth Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.