Lido Advisors
CRS icon

Lido Advisors’s Carpenter Technology CRS Stock Holding History

Lido 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
Q1 		$445K Buy
1,127
+369
+49% +$134K ﹤0.01% 1360
2025
Q4 		$203K Buy
+758
New +$228K ﹤0.01% 1767
2025
Q3 		– Sell
-843
Closed -$233K – 1853
2025
Q2 		$233K Buy
+843
New +$184K ﹤0.01% 1456
2025
Q1 		– Sell
-2,817
Closed -$478K – 1539
2024
Q4 		$478K Buy
+2,817
New +$483K ﹤0.01% 1021
2024
Q3 		– Sell
-3,171
Closed -$348K – 1487
2024
Q2 		$348K Sell
3,171
-273
-8% -$26.2K ﹤0.01% 1051
2024
Q1 		$246K Buy
3,444
+320
+10% +$20.9K ﹤0.01% 1182
2023
Q4 		$221K Buy
+3,124
New +$210K ﹤0.01% 1173

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

Lido Advisors's CRS Position: Q1 2026 in Review

Lido Advisors increased its Carpenter Technology (CRS) stake by 49% in Q1 2026, buying an estimated $134K and bringing the position to 1,127 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Lido Advisors first reported a position in CRS in Q4 2023 and has held it in 7 quarters since. The position peaked at $478K in Q4 2024. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Lido Advisors held 1,127 shares of Carpenter Technology worth $445K as of Q1 2026.
  • Lido Advisors bought 369 Carpenter Technology shares in Q1 2026, an estimated $134K.
  • Carpenter Technology made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1360 holding.
  • Lido Advisors first reported a position in Carpenter Technology in Q4 2023 and has held it in 7 quarters since.
  • Lido Advisors's Carpenter Technology position peaked at $478K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.