Principia Wealth Advisory’s Carpenter Technology CRS Stock Holding History

Principia Wealth Advisory’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	$2.47K	Hold	4	–	–	﹤0.01%	532
2026 Q1	$1.58K	Buy	4 +1	+33%	+$364	﹤0.01%	578
2025 Q4	$945	Hold	3	–	–	﹤0.01%	686
2025 Q3	$737	Hold	3	–	–	﹤0.01%	718
2025 Q2	$829	Hold	3	–	–	﹤0.01%	622
2025 Q1	$525	Buy	+3	New	+$578	﹤0.01%	557

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

Principia Wealth Advisory's CRS Position: Q2 2026 in Review

Principia Wealth Advisory held its Carpenter Technology (CRS) position steady in Q2 2026 at 4 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Principia Wealth Advisory first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Principia Wealth Advisory held 4 shares of Carpenter Technology worth $2.47K as of Q2 2026.
Principia Wealth Advisory left its Carpenter Technology share count unchanged in Q2 2026.
Carpenter Technology made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #532 holding.
Principia Wealth Advisory first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.