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Mezzasalma Advisors’s Carpenter Technology CRS Stock Holding History

Mezzasalma 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 		$5.57M Buy
14,132
+975
+7% +$355K 1.42% 19
2025
Q4 		$4.45M Buy
13,157
+870
+7% +$262K 1.07% 23
2025
Q3 		$3.02M Buy
12,287
+546
+5% +$140K 0.77% 30
2025
Q2 		$3.24M Buy
11,741
+1,459
+14% +$318K 0.97% 27
2025
Q1 		$1.86M Buy
+10,282
New +$1.98M 0.64% 34

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

Mezzasalma Advisors's CRS Position: Q1 2026 in Review

Mezzasalma Advisors increased its Carpenter Technology (CRS) stake by 7.4% in Q1 2026, buying an estimated $355K and bringing the position to 14,132 shares worth $5.57M. The position accounts for 1.42% of the portfolio, ranked #19.

Mezzasalma Advisors first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Mezzasalma Advisors held 14,132 shares of Carpenter Technology worth $5.57M as of Q1 2026.
  • Mezzasalma Advisors bought 975 Carpenter Technology shares in Q1 2026, an estimated $355K.
  • Carpenter Technology made up 1.42% of Mezzasalma Advisors's portfolio in Q1 2026, its #19 holding.
  • Mezzasalma Advisors first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.