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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
Q2 		$615K Buy
998
+40
+4% +$18.8K 0.28% 60
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 $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 $3.37T AUM 44.26% 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

Horizon Family Wealth's CRS Position: Q2 2026 in Review

Horizon Family Wealth increased its Carpenter Technology (CRS) stake by 4.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 998 shares worth $615K. The position accounts for 0.28% of the portfolio, ranked #60.

Horizon Family Wealth first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Horizon Family Wealth held 998 shares of Carpenter Technology worth $615K as of Q2 2026.
  • Horizon Family Wealth bought 40 Carpenter Technology shares in Q2 2026, an estimated $18.8K.
  • Carpenter Technology made up 0.28% of Horizon Family Wealth's portfolio in Q2 2026, its #60 holding.
  • Horizon Family Wealth first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.