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Independent Advisor Alliance’s Carpenter Technology CRS Stock Holding History

Independent Advisor Alliance’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 		$277K Sell
702
-9,405
-93% -$3.43M ﹤0.01% 1358
2025
Q4 		$3.18M Buy
10,107
+3,433
+51% +$1.03M 0.08% 206
2025
Q3 		$1.64M Buy
6,674
+43
+0.6% +$11K 0.04% 339
2025
Q2 		$1.83M Buy
6,631
+4,685
+241% +$1.02M 0.05% 298
2025
Q1 		$353K Buy
+1,946
New +$375K 0.01% 613

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

Independent Advisor Alliance's CRS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Carpenter Technology (CRS) stake by 93% in Q1 2026, selling an estimated $3.43M and leaving 702 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Independent Advisor Alliance first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Independent Advisor Alliance held 702 shares of Carpenter Technology worth $277K as of Q1 2026.
  • Independent Advisor Alliance sold 9,405 Carpenter Technology shares in Q1 2026, an estimated $3.43M.
  • Carpenter Technology made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1358 holding.
  • Independent Advisor Alliance first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Carpenter Technology position peaked at $3.18M in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.