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Kingsview Wealth Management’s Carpenter Technology CRS Stock Holding History

Kingsview Wealth Management’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 		$330K Buy
837
+12
+1% +$4.37K ﹤0.01% 1045
2025
Q4 		$260K Buy
+825
New +$248K ﹤0.01% 1066
2021
Q3 		– Sell
-22,454
Closed -$906K – 906
2021
Q2 		$906K Buy
+22,454
New +$949K 0.04% 405

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

Kingsview Wealth Management's CRS Position: Q1 2026 in Review

Kingsview Wealth Management increased its Carpenter Technology (CRS) stake by 1.5% in Q1 2026, buying an estimated $4.37K and bringing the position to 837 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Kingsview Wealth Management first reported a position in CRS in Q2 2021 and has held it in 3 quarters since. The position peaked at $906K in Q2 2021. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Kingsview Wealth Management held 837 shares of Carpenter Technology worth $330K as of Q1 2026.
  • Kingsview Wealth Management bought 12 Carpenter Technology shares in Q1 2026, an estimated $4.37K.
  • Carpenter Technology made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1045 holding.
  • Kingsview Wealth Management first reported a position in Carpenter Technology in Q2 2021 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Carpenter Technology position peaked at $906K in Q2 2021.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.