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NewEdge Wealth’s Carpenter Technology CRS Stock Holding History

NewEdge Wealth’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 		$628K Buy
1,593
+629
+65% +$229K 0.01% 745
2025
Q4 		$304K Buy
+964
New +$290K ﹤0.01% 1020

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

NewEdge Wealth's CRS Position: Q1 2026 in Review

NewEdge Wealth increased its Carpenter Technology (CRS) stake by 65% in Q1 2026, buying an estimated $229K and bringing the position to 1,593 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #745.

NewEdge Wealth first reported a position in CRS in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • NewEdge Wealth held 1,593 shares of Carpenter Technology worth $628K as of Q1 2026.
  • NewEdge Wealth bought 629 Carpenter Technology shares in Q1 2026, an estimated $229K.
  • Carpenter Technology made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #745 holding.
  • NewEdge Wealth first reported a position in Carpenter Technology in Q4 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.