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New Age Alpha Advisors’s Carpenter Technology CRS Stock Holding History

New Age Alpha 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 		$4.65M Sell
11,801
-289
-2% -$105K 0.22% 135
2025
Q4 		$3.81M Buy
12,090
+9,809
+430% +$2.95M 0.16% 172
2025
Q3 		$560K Sell
2,281
-40
-2% -$10.2K 0.02% 481
2025
Q2 		$641K Sell
2,321
-230
-9% -$50.1K 0.03% 463
2025
Q1 		$462K Sell
2,551
-501
-16% -$96.6K 0.02% 521
2024
Q4 		$518K Buy
+3,052
New +$523K 0.02% 519

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

New Age Alpha Advisors's CRS Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Carpenter Technology (CRS) stake by 2.4% in Q1 2026, selling an estimated $105K and leaving 11,801 shares worth $4.65M. The position accounts for 0.22% of the portfolio, ranked #135.

New Age Alpha Advisors first reported a position in CRS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • New Age Alpha Advisors held 11,801 shares of Carpenter Technology worth $4.65M as of Q1 2026.
  • New Age Alpha Advisors sold 289 Carpenter Technology shares in Q1 2026, an estimated $105K.
  • Carpenter Technology made up 0.22% of New Age Alpha Advisors's portfolio in Q1 2026, its #135 holding.
  • New Age Alpha Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.