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Rise Advisors’s Carpenter Technology CRS Stock Holding History

Rise Advisors’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 		– Sell
-173
Closed -$42.5K – 403
2025
Q3 		$42.5K Hold
173
– – 0.02% 289
2025
Q2 		$47.8K Buy
173
+3
+2% +$654 0.02% 246
2025
Q1 		$30.8K Buy
+170
New +$32.8K 0.01% 318

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SP
SurgoCap Partners New York $3.09B AUM 56.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's CRS Position: Q4 2025 in Review

Rise Advisors sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 173 shares — an estimated $42.5K sold.

Rise Advisors first reported a position in CRS in Q1 2025 and held it in 3 quarters. The position peaked at $47.8K in Q2 2025. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Rise Advisors reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 173 Carpenter Technology shares in Q4 2025, an estimated $42.5K.
  • Rise Advisors first reported a position in Carpenter Technology in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Carpenter Technology position peaked at $47.8K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.