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SageView Advisory Group’s Carpenter Technology CRS Stock Holding History

SageView Advisory Group’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 		– Sell
-31
Closed -$9.76K – 999
2025
Q4 		$9.76K Buy
+31
New +$9.32K ﹤0.01% 1723

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 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

SageView Advisory Group's CRS Position: Q1 2026 in Review

SageView Advisory Group sold out of Carpenter Technology (CRS) in Q1 2026, closing a stake of 31 shares — an estimated $9.76K sold.

SageView Advisory Group first reported a position in CRS in Q4 2025 and held it in 1 quarter. The position peaked at $9.76K in Q4 2025. 700 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • SageView Advisory Group reported no remaining Carpenter Technology position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 31 Carpenter Technology shares in Q1 2026, an estimated $9.76K.
  • SageView Advisory Group first reported a position in Carpenter Technology in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Carpenter Technology position peaked at $9.76K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.