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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
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 $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

Rialto Wealth Management's CRS Position: Q1 2026 in Review

Rialto Wealth Management increased its Carpenter Technology (CRS) stake by 17% in Q1 2026, buying an estimated $364 and bringing the position to 7 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Rialto Wealth Management first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Rialto Wealth Management held 7 shares of Carpenter Technology worth $2.76K as of Q1 2026.
  • Rialto Wealth Management bought 1 Carpenter Technology share in Q1 2026, an estimated $364.
  • Carpenter Technology made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #755 holding.
  • Rialto Wealth Management first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.