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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
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 $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 $10.4B AUM 25.66% 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

Root Financial Partners's CRS Position: Q1 2026 in Review

Root Financial Partners increased its Carpenter Technology (CRS) stake by 122% in Q1 2026, buying an estimated $65.2K and bringing the position to 326 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #472.

Root Financial Partners first reported a position in CRS in Q3 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Root Financial Partners held 326 shares of Carpenter Technology worth $128K as of Q1 2026.
  • Root Financial Partners bought 179 Carpenter Technology shares in Q1 2026, an estimated $65.2K.
  • Carpenter Technology made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #472 holding.
  • Root Financial Partners first reported a position in Carpenter Technology in Q3 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.