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Root Financial Partners’s Carpenter Technology CRS Stock Holding History

Root Financial Partners’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 		$459K Buy
744
+418
+128% +$197K 0.02% 207
2026
Q1 		$128K Buy
326
+179
+122% +$65.2K 0.01% 472
2025
Q4 		$46.3K Sell
147
-19
-11% -$5.71K ﹤0.01% 747
2025
Q3 		$40.8K Buy
+166
New +$42.5K ﹤0.01% 747

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

Root Financial Partners's CRS Position: Q2 2026 in Review

Root Financial Partners increased its Carpenter Technology (CRS) stake by 128% in Q2 2026, buying an estimated $197K and bringing the position to 744 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #207.

Root Financial Partners first reported a position in CRS in Q3 2025 and has held it in 4 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Root Financial Partners held 744 shares of Carpenter Technology worth $459K as of Q2 2026.
  • Root Financial Partners bought 418 Carpenter Technology shares in Q2 2026, an estimated $197K.
  • Carpenter Technology made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #207 holding.
  • Root Financial Partners first reported a position in Carpenter Technology in Q3 2025 and has held it in 4 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.