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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
Q2 		$521K Buy
844
+7
+0.8% +$3.3K 0.01% 967
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 $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

Kingsview Wealth Management's CRS Position: Q2 2026 in Review

Kingsview Wealth Management increased its Carpenter Technology (CRS) stake by 0.84% in Q2 2026, buying an estimated $3.3K and bringing the position to 844 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #967.

Kingsview Wealth Management first reported a position in CRS in Q2 2021 and has held it in 4 quarters since. The position peaked at $906K in Q2 2021. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Kingsview Wealth Management held 844 shares of Carpenter Technology worth $521K as of Q2 2026.
  • Kingsview Wealth Management bought 7 Carpenter Technology shares in Q2 2026, an estimated $3.3K.
  • Carpenter Technology made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #967 holding.
  • Kingsview Wealth Management first reported a position in Carpenter Technology in Q2 2021 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Carpenter Technology position peaked at $906K in Q2 2021.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.