IFP Advisors’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $394K | Sell |
638
-80
| -11% | -$37.7K | 0.01% | 1152 |
|
|
2026
Q1 | $283K | Buy |
718
+607
| +547% | +$221K | 0.01% | 1231 |
|
|
2025
Q4 | $34.9K | Sell |
111
-1,272
| -92% | -$383K | ﹤0.01% | 2400 |
|
|
2025
Q3 | $340K | Sell |
1,383
-729
| -35% | -$186K | 0.01% | 1022 |
|
|
2025
Q2 | $584K | Buy |
2,112
+1,550
| +276% | +$338K | 0.02% | 770 |
|
|
2025
Q1 | $102K | Buy |
562
+516
| +1,122% | +$99.5K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $7.81K | Buy |
46
+14
| +44% | +$2.4K | ﹤0.01% | 2631 |
|
|
2024
Q3 | $5.11K | Hold |
32
| – | – | ﹤0.01% | 2666 |
|
|
2024
Q2 | $3.51K | Hold |
32
| – | – | ﹤0.01% | 2679 |
|
|
2024
Q1 | $2.29K | Sell |
32
-16
| -33% | -$1.05K | ﹤0.01% | 2661 |
|
|
2023
Q4 | $3.4K | Buy |
48
+16
| +50% | +$1.08K | ﹤0.01% | 2538 |
|
|
2023
Q3 | $2.15K | Hold |
32
| – | – | ﹤0.01% | 2816 |
|
|
2023
Q2 | $1.8K | Hold |
32
| – | – | ﹤0.01% | 2914 |
|
|
2023
Q1 | $1.91K | Sell |
32
-9
| -22% | -$410 | ﹤0.01% | 2910 |
|
|
2022
Q4 | $10K | Sell |
41
-113
| -73% | -$4.3K | ﹤0.01% | 3367 |
|
|
2022
Q3 | $18K | Hold |
154
| – | – | ﹤0.01% | 3173 |
|
|
2022
Q2 | $18K | Hold |
154
| – | – | ﹤0.01% | 2928 |
|
|
2022
Q1 | $18K | Buy |
154
+122
| +381% | +$4.27K | ﹤0.01% | 2928 |
|
|
2021
Q4 | $1K | Sell |
32
-12
| -27% | -$374 | ﹤0.01% | 2966 |
|
|
2021
Q3 | $2K | Sell |
44
-5
| -10% | -$177 | ﹤0.01% | 2830 |
|
|
2021
Q2 | $1K | Buy |
49
+5
| +11% | +$211 | ﹤0.01% | 2877 |
|
|
2021
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 2804 |
|
|
2020
Q4 | $1K | Sell |
44
-165
| -79% | -$3.82K | ﹤0.01% | 2738 |
|
|
2020
Q3 | $4K | Sell |
209
-114
| -35% | -$2.46K | ﹤0.01% | 2252 |
|
|
2020
Q2 | $8K | Sell |
323
-319
| -50% | -$7.08K | ﹤0.01% | 1892 |
|
|
2020
Q1 | $13K | Buy |
642
+60
| +10% | +$2.24K | ﹤0.01% | 1659 |
|
|
2019
Q4 | $30K | Sell |
582
-78
| -12% | -$4K | ﹤0.01% | 1452 |
|
|
2019
Q3 | $34K | Buy |
+660
| New | +$31.9K | ﹤0.01% | 1527 |
|
|
2019
Q1 | $5K | Sell |
101
-1,946
| -95% | -$86.6K | ﹤0.01% | 1843 |
|
|
2018
Q4 | $73K | Sell |
2,047
-1,250
| -38% | -$56.4K | ﹤0.01% | 1376 |
|
|
2018
Q3 | $194K | Sell |
3,297
-224
| -6% | -$12.8K | 0.01% | 1095 |
|
|
2018
Q2 | $185K | Sell |
3,521
-5,041
| -59% | -$273K | 0.01% | 1103 |
|
|
2018
Q1 | $437K | Hold |
8,562
| – | – | 0.02% | 675 |
|
|
2017
Q4 | $437K | Buy |
8,562
+4,199
| +96% | +$208K | 0.02% | 674 |
|
|
2017
Q3 | $210K | Buy |
4,363
+3,965
| +996% | +$159K | 0.01% | 1107 |
|
|
2017
Q2 | $15K | Hold |
398
| – | – | ﹤0.01% | 2740 |
|
|
2017
Q1 | $15K | Sell |
398
-1
| -0.3% | -$39 | ﹤0.01% | 2670 |
|
|
2016
Q4 | $14K | Sell |
399
-181
| -31% | -$6.71K | ﹤0.01% | 2694 |
|
|
2016
Q3 | $24K | Buy |
580
+116
| +25% | +$4.37K | ﹤0.01% | 2291 |
|
|
2016
Q2 | $15K | Buy |
464
+363
| +359% | +$12.1K | ﹤0.01% | 2528 |
|
|
2016
Q1 | $5K | Sell |
101
-108
| -52% | -$3.18K | ﹤0.01% | 1843 |
|
|
2015
Q4 | $6K | Buy |
+209
| New | +$6.9K | ﹤0.01% | 2849 |
|
Other funds holding CRS
IFP Advisors's CRS Position: Q2 2026 in Review
IFP Advisors reduced its Carpenter Technology (CRS) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 638 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1152.
IFP Advisors first reported a position in CRS in Q4 2015 and has held it in 42 quarters since. The position peaked at $584K in Q2 2025. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.
- IFP Advisors held 638 shares of Carpenter Technology worth $394K as of Q2 2026.
- IFP Advisors sold 80 Carpenter Technology shares in Q2 2026, an estimated $37.7K.
- Carpenter Technology made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1152 holding.
- IFP Advisors first reported a position in Carpenter Technology in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Carpenter Technology position peaked at $584K in Q2 2025.
- 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.