Kovack Advisors’s Carpenter Technology CRS Stock Holding History

Kovack Advisors’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	$872K	Buy	1,419 +894	+170%	+$421K	0.04%	433
2026 Q1	$212K	Buy	+525	New	+$191K	0.01%	905

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovack Advisors's CRS Position: Q2 2026 in Review

Kovack Advisors increased its Carpenter Technology (CRS) stake by 170% in Q2 2026, buying an estimated $421K and bringing the position to 1,419 shares worth $872K. The position accounts for 0.04% of the portfolio, ranked #433.

Kovack Advisors first reported a position in CRS in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Kovack Advisors held 1,419 shares of Carpenter Technology worth $872K as of Q2 2026.
Kovack Advisors bought 894 Carpenter Technology shares in Q2 2026, an estimated $421K.
Carpenter Technology made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #433 holding.
Kovack Advisors first reported a position in Carpenter Technology in Q1 2026 and has held it in 2 quarters since.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.