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OneDigital Investment Advisors’s Carpenter Technology CRS Stock Holding History

OneDigital Investment 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 		$685K Buy
+1,111
New +$523K 0.01% 900
2025
Q4 		– Sell
-1,613
Closed -$396K – 1522
2025
Q3 		$396K Sell
1,613
-62
-4% -$15.9K ﹤0.01% 1042
2025
Q2 		$463K Sell
1,675
-76
-4% -$16.6K 0.01% 931
2025
Q1 		$317K Buy
1,751
+528
+43% +$102K ﹤0.01% 1073
2024
Q4 		$208K Sell
1,223
-613
-33% -$105K ﹤0.01% 1321
2024
Q3 		$293K Buy
+1,836
New +$249K ﹤0.01% 1162

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

OneDigital Investment Advisors's CRS Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Carpenter Technology (CRS) in Q2 2026: 1,111 shares worth $685K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in CRS as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in CRS in Q3 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • OneDigital Investment Advisors held 1,111 shares of Carpenter Technology worth $685K as of Q2 2026.
  • Carpenter Technology was a new OneDigital Investment Advisors position in Q2 2026.
  • Carpenter Technology made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #900 holding.
  • OneDigital Investment Advisors first reported a position in Carpenter Technology in Q3 2024 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.