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Legacy Financial Advisors’s Carpenter Technology CRS Stock Holding History

Legacy Financial 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 		$382K Buy
619
+96
+18% +$45.2K 0.05% 298
2026
Q1 		$206K Buy
+523
New +$190K 0.03% 392
2018
Q4 		– Sell
-70
Closed -$4K – 993
2018
Q3 		$4K Hold
70
– – ﹤0.01% 720
2018
Q2 		$4K Buy
70
+22
+46% +$1.19K ﹤0.01% 729
2018
Q1 		$2K Hold
48
– – ﹤0.01% 751
2017
Q4 		$2K Buy
+48
New +$2.38K ﹤0.01% 736

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

Legacy Financial Advisors's CRS Position: Q2 2026 in Review

Legacy Financial Advisors increased its Carpenter Technology (CRS) stake by 18% in Q2 2026, buying an estimated $45.2K and bringing the position to 619 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #298.

Legacy Financial Advisors first reported a position in CRS in Q4 2017 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Legacy Financial Advisors held 619 shares of Carpenter Technology worth $382K as of Q2 2026.
  • Legacy Financial Advisors bought 96 Carpenter Technology shares in Q2 2026, an estimated $45.2K.
  • Carpenter Technology made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #298 holding.
  • Legacy Financial Advisors first reported a position in Carpenter Technology in Q4 2017 and has held it in 6 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.