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Savvy Advisors Inc’s Carpenter Technology CRS Stock Holding History

Savvy Advisors Inc’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 		$520K Buy
1,320
+113
+9% +$41.2K 0.01% 650
2025
Q4 		$380K Buy
1,207
+3
+0.2% +$902 0.01% 672
2025
Q3 		$296K Buy
1,204
+2
+0.2% +$511 0.01% 627
2025
Q2 		$332K Buy
+1,202
New +$262K 0.02% 462

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

Savvy Advisors Inc's CRS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Carpenter Technology (CRS) stake by 9.4% in Q1 2026, buying an estimated $41.2K and bringing the position to 1,320 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #650.

Savvy Advisors Inc first reported a position in CRS in Q2 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Savvy Advisors Inc held 1,320 shares of Carpenter Technology worth $520K as of Q1 2026.
  • Savvy Advisors Inc bought 113 Carpenter Technology shares in Q1 2026, an estimated $41.2K.
  • Carpenter Technology made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #650 holding.
  • Savvy Advisors Inc first reported a position in Carpenter Technology in Q2 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.