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Rialto Wealth Management’s Carpenter Technology CRS Stock Holding History

Rialto 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
2026
Q2 		$4.93K Buy
8
+1
+14% +$471 ﹤0.01% 750
2026
Q1 		$2.76K Buy
7
+1
+17% +$364 ﹤0.01% 755
2025
Q4 		$1.89K Buy
6
+3
+100% +$902 ﹤0.01% 765
2025
Q3 		$737 Hold
3
– – ﹤0.01% 1050
2025
Q2 		$830 Hold
3
– – ﹤0.01% 930
2025
Q1 		$544 Buy
+3
New +$578 ﹤0.01% 768

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rialto Wealth Management's CRS Position: Q2 2026 in Review

Rialto Wealth Management increased its Carpenter Technology (CRS) stake by 14% in Q2 2026, buying an estimated $471 and bringing the position to 8 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Rialto Wealth Management first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Rialto Wealth Management held 8 shares of Carpenter Technology worth $4.93K as of Q2 2026.
  • Rialto Wealth Management bought 1 Carpenter Technology share in Q2 2026, an estimated $471.
  • Carpenter Technology made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #750 holding.
  • Rialto Wealth Management first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.