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CRS icon

Horizon Family Wealth’s Carpenter Technology CRS Stock Holding History

Horizon Family Wealth’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 		$378K Sell
958
-215
-18% -$78.3K 0.2% 73
2025
Q4 		$369K Buy
1,173
+1
+0.1% +$301 0.2% 67
2025
Q3 		$288K Buy
1,172
+1
+0.1% +$256 0.17% 72
2025
Q2 		$324K Buy
1,171
+1
+0.1% +$218 0.2% 63
2025
Q1 		$212K Buy
+1,170
New +$226K 0.14% 71

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 $9.01B AUM 30.26% 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

Horizon Family Wealth's CRS Position: Q1 2026 in Review

Horizon Family Wealth reduced its Carpenter Technology (CRS) stake by 18% in Q1 2026, selling an estimated $78.3K and leaving 958 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #73.

Horizon Family Wealth first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Horizon Family Wealth held 958 shares of Carpenter Technology worth $378K as of Q1 2026.
  • Horizon Family Wealth sold 215 Carpenter Technology shares in Q1 2026, an estimated $78.3K.
  • Carpenter Technology made up 0.2% of Horizon Family Wealth's portfolio in Q1 2026, its #73 holding.
  • Horizon Family Wealth first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.