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HFM Investment Advisors’s Carpenter Technology CRS Stock Holding History

HFM Investment 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
Q2 		$5.55K Buy
9
+5
+125% +$2.35K ﹤0.01% 179
2026
Q1 		$1.58K Hold
4
– – ﹤0.01% 275
2025
Q4 		$1.26K Hold
4
– – ﹤0.01% 389
2025
Q3 		$982 Sell
4
-1
-20% -$256 ﹤0.01% 384
2025
Q2 		$1.38K Buy
5
+3
+150% +$654 ﹤0.01% 259
2025
Q1 		$363 Buy
+2
New +$386 ﹤0.01% 395

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CRS Position: Q2 2026 in Review

HFM Investment Advisors increased its Carpenter Technology (CRS) stake by 125% in Q2 2026, buying an estimated $2.35K and bringing the position to 9 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

HFM Investment Advisors first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Carpenter Technology worth $5.55K as of Q2 2026.
  • HFM Investment Advisors bought 5 Carpenter Technology shares in Q2 2026, an estimated $2.35K.
  • Carpenter Technology made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • HFM Investment Advisors first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.