RGF
CRS icon

Retirement Guys Formula’s Carpenter Technology CRS Stock Holding History

Retirement Guys Formula’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 		$242K Sell
614
-102
-14% -$37.2K 0.11% 122
2025
Q4 		$225K Buy
+716
New +$215K 0.1% 132

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

Retirement Guys Formula's CRS Position: Q1 2026 in Review

Retirement Guys Formula reduced its Carpenter Technology (CRS) stake by 14% in Q1 2026, selling an estimated $37.2K and leaving 614 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #122.

Retirement Guys Formula first reported a position in CRS in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Retirement Guys Formula held 614 shares of Carpenter Technology worth $242K as of Q1 2026.
  • Retirement Guys Formula sold 102 Carpenter Technology shares in Q1 2026, an estimated $37.2K.
  • Carpenter Technology made up 0.11% of Retirement Guys Formula's portfolio in Q1 2026, its #122 holding.
  • Retirement Guys Formula first reported a position in Carpenter Technology in Q4 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.