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Legacy Advisory Services’s Carpenter Technology CRS Stock Holding History

Legacy Advisory Services’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 		– Sell
-1,210
Closed -$381K – 55
2025
Q4 		$381K Buy
1,210
+1
+0.1% +$301 0.29% 34
2025
Q3 		$297K Hold
1,209
– – 0.22% 37
2025
Q2 		$334K Buy
1,209
+2
+0.2% +$436 0.26% 36
2025
Q1 		$219K Sell
1,207
-1,084
-47% -$209K 0.18% 47
2024
Q4 		$389K Buy
2,291
+3
+0.1% +$515 0.33% 40
2024
Q3 		$365K Buy
2,288
+3
+0.1% +$406 0.31% 42
2024
Q2 		$250K Buy
+2,285
New +$220K 0.23% 46

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 $10.4B AUM 25.66% 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

Legacy Advisory Services's CRS Position: Q1 2026 in Review

Legacy Advisory Services sold out of Carpenter Technology (CRS) in Q1 2026, closing a stake of 1,210 shares — an estimated $381K sold.

Legacy Advisory Services first reported a position in CRS in Q2 2024 and held it in 7 quarters. The position peaked at $389K in Q4 2024. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Legacy Advisory Services reported no remaining Carpenter Technology position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 1,210 Carpenter Technology shares in Q1 2026, an estimated $381K.
  • Legacy Advisory Services first reported a position in Carpenter Technology in Q2 2024 and held it in 7 quarters.
  • Legacy Advisory Services's Carpenter Technology position peaked at $389K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.