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Physician Wealth Advisors’s Carpenter Technology CRS Stock Holding History

Physician Wealth 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
Q1 		$9.67K Hold
25
– – ﹤0.01% 807
2025
Q4 		$7.72K Sell
25
-17
-40% -$5.11K ﹤0.01% 850
2025
Q3 		$10.3K Sell
42
-5
-11% -$1.28K ﹤0.01% 742
2025
Q2 		$13K Buy
47
+3
+7% +$654 ﹤0.01% 603
2025
Q1 		$7.97K Hold
44
– – ﹤0.01% 649
2024
Q4 		$7.47K Buy
+44
New +$7.55K ﹤0.01% 676

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 $9.01B AUM 30.26% 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

Physician Wealth Advisors's CRS Position: Q1 2026 in Review

Physician Wealth Advisors held its Carpenter Technology (CRS) position steady in Q1 2026 at 25 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Physician Wealth Advisors first reported a position in CRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $13K in Q2 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Physician Wealth Advisors held 25 shares of Carpenter Technology worth $9.67K as of Q1 2026.
  • Physician Wealth Advisors left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #807 holding.
  • Physician Wealth Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Carpenter Technology position peaked at $13K in Q2 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.