LifeGoal Wealth Advisors’s Carpenter Technology CRS Stock Holding History

LifeGoal Wealth 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	$235K	Buy	+381	New	+$179K	0.11%	128

Other funds holding CRS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

OMC

Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeGoal Wealth Advisors's CRS Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Carpenter Technology (CRS) in Q2 2026: 381 shares worth $235K. The stake represents 0.11% of the portfolio and ranks #128 among its holdings.

307 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

LifeGoal Wealth Advisors held 381 shares of Carpenter Technology worth $235K as of Q2 2026.
Carpenter Technology was a new LifeGoal Wealth Advisors position in Q2 2026.
Carpenter Technology made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #128 holding.
307 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.