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Journey Strategic Wealth’s Carpenter Technology CRS Stock Holding History

Journey Strategic 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 		$464K Buy
1,177
+407
+53% +$148K 0.01% 371
2025
Q4 		$242K Buy
+770
New +$232K 0.01% 606
2025
Q3 		– Sell
-854
Closed -$236K – 725
2025
Q2 		$236K Buy
+854
New +$186K 0.01% 534

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

Journey Strategic Wealth's CRS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Carpenter Technology (CRS) stake by 53% in Q1 2026, buying an estimated $148K and bringing the position to 1,177 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #371.

Journey Strategic Wealth first reported a position in CRS in Q2 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Journey Strategic Wealth held 1,177 shares of Carpenter Technology worth $464K as of Q1 2026.
  • Journey Strategic Wealth bought 407 Carpenter Technology shares in Q1 2026, an estimated $148K.
  • Carpenter Technology made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #371 holding.
  • Journey Strategic Wealth first reported a position in Carpenter Technology in Q2 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.