Optivise Advisory Services’s Carpenter Technology CRS Stock Holding History

Optivise Advisory Services’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 Q3	$330K	Buy	848 +143	+20%	+$72.7K	0.16%	150
2026 Q2	$435K	Buy	+705	New	+$332K	0.22%	121
2025 Q2	–	Sell	-1,262	Closed	-$229K	–	210
2025 Q1	$229K	Sell	1,262 -66	-5%	-$12.7K	0.13%	168
2024 Q4	$225K	Buy	+1,328	New	+$228K	0.12%	154

Other funds holding CRS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Optivise Advisory Services's CRS Position: Q3 2026 in Review

Optivise Advisory Services increased its Carpenter Technology (CRS) stake by 20% in Q3 2026, buying an estimated $72.7K and bringing the position to 848 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #150.

Optivise Advisory Services first reported a position in CRS in Q4 2024 and has held it in 4 quarters since. The position peaked at $435K in Q2 2026. 195 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

Optivise Advisory Services held 848 shares of Carpenter Technology worth $330K as of Q3 2026.
Optivise Advisory Services bought 143 Carpenter Technology shares in Q3 2026, an estimated $72.7K.
Carpenter Technology made up 0.16% of Optivise Advisory Services's portfolio in Q3 2026, its #150 holding.
Optivise Advisory Services first reported a position in Carpenter Technology in Q4 2024 and has held it in 4 quarters since.
Optivise Advisory Services's Carpenter Technology position peaked at $435K in Q2 2026.
195 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.