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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
Q2 		$869K Buy
1,408
+88
+7% +$41.4K 0.02% 568
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 $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
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

Savvy Advisors Inc's CRS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Carpenter Technology (CRS) stake by 6.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,408 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #568.

Savvy Advisors Inc first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Savvy Advisors Inc held 1,408 shares of Carpenter Technology worth $869K as of Q2 2026.
  • Savvy Advisors Inc bought 88 Carpenter Technology shares in Q2 2026, an estimated $41.4K.
  • Carpenter Technology made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #568 holding.
  • Savvy Advisors Inc first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.