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 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Optivise Advisory Services's CRS Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Carpenter Technology (CRS) in Q2 2026: 705 shares worth $435K. The stake represents 0.22% of the portfolio and ranks #121 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in CRS as recently as Q1 2025.

Optivise Advisory Services first reported a position in CRS in Q4 2024 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Optivise Advisory Services held 705 shares of Carpenter Technology worth $435K as of Q2 2026.
Carpenter Technology was a new Optivise Advisory Services position in Q2 2026.
Carpenter Technology made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #121 holding.
Optivise Advisory Services first reported a position in Carpenter Technology in Q4 2024 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.