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Ritholtz Wealth Management’s Carpenter Technology CRS Stock Holding History

Ritholtz 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 		$1.35M Buy
2,183
+1,121
+106% +$528K 0.02% 535
2026
Q1 		$419K Buy
1,062
+265
+33% +$96.5K 0.01% 849
2025
Q4 		$251K Buy
+797
New +$240K ﹤0.01% 982
2025
Q3 		– Sell
-726
Closed -$201K – 1056
2025
Q2 		$201K Buy
+726
New +$158K ﹤0.01% 922

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

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

Ritholtz Wealth Management increased its Carpenter Technology (CRS) stake by 106% in Q2 2026, buying an estimated $528K and bringing the position to 2,183 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #535.

Ritholtz Wealth Management first reported a position in CRS in Q2 2025 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Ritholtz Wealth Management held 2,183 shares of Carpenter Technology worth $1.35M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,121 Carpenter Technology shares in Q2 2026, an estimated $528K.
  • Carpenter Technology made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Ritholtz Wealth Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 4 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.