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LRI Investments’s Carpenter Technology CRS Stock Holding History

LRI Investments’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 		$38.9K Sell
63
-259
-80% -$122K ﹤0.01% 601
2026
Q1 		$127K Buy
+322
New +$117K 0.01% 372

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRI Investments's CRS Position: Q2 2026 in Review

LRI Investments reduced its Carpenter Technology (CRS) stake by 80% in Q2 2026, selling an estimated $122K and leaving 63 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

LRI Investments first reported a position in CRS in Q1 2026 and has held it in 2 quarters since. The position peaked at $127K in Q1 2026. 307 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • LRI Investments held 63 shares of Carpenter Technology worth $38.9K as of Q2 2026.
  • LRI Investments sold 259 Carpenter Technology shares in Q2 2026, an estimated $122K.
  • Carpenter Technology made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #601 holding.
  • LRI Investments first reported a position in Carpenter Technology in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Carpenter Technology position peaked at $127K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.