PWM
CRS icon

Prosperity Wealth Management’s Carpenter Technology CRS Stock Holding History

Prosperity 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
Q4 		$214K Buy
+681
New +$205K 0.07% 233

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prosperity Wealth Management's CRS Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Carpenter Technology (CRS) in Q4 2025: 681 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #233 among its holdings.

626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Prosperity Wealth Management held 681 shares of Carpenter Technology worth $214K as of Q4 2025.
  • Carpenter Technology was a new Prosperity Wealth Management position in Q4 2025.
  • Carpenter Technology made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #233 holding.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.