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 Q2	$16.4K	Buy	27 +2	+8%	+$942	﹤0.01%	728
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's CRS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Carpenter Technology (CRS) stake by 8% in Q2 2026, buying an estimated $942 and bringing the position to 27 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Physician Wealth Advisors first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Physician Wealth Advisors held 27 shares of Carpenter Technology worth $16.4K as of Q2 2026.
Physician Wealth Advisors bought 2 Carpenter Technology shares in Q2 2026, an estimated $942.
Carpenter Technology made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #728 holding.
Physician Wealth Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.