PWM
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Parkworth Wealth Management’s Carpenter Technology CRS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$1.11K Buy
4
+2
+100% +$436 ﹤0.01% 387
2025
Q1 		$362 Hold
2
– – ﹤0.01% 522
2024
Q4 		$339 Buy
+2
New +$343 ﹤0.01% 557

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Parkworth Wealth Management's CRS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Carpenter Technology (CRS) stake by 100% in Q2 2025, buying an estimated $436 and bringing the position to 4 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Parkworth Wealth Management first reported a position in CRS in Q4 2024 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold CRS as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Carpenter Technology worth $1.11K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Carpenter Technology shares in Q2 2025, an estimated $436.
  • Carpenter Technology made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #387 holding.
  • Parkworth Wealth Management first reported a position in Carpenter Technology in Q4 2024 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.