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Sequoia Financial Advisors’s Carpenter Technology CRS Stock Holding History

Sequoia Financial Advisors’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 		$2.24M Buy
3,632
+969
+36% +$456K 0.01% 591
2026
Q1 		$1.05M Sell
2,663
-843
-24% -$307K 0.01% 872
2025
Q4 		$1.1M Buy
3,506
+1,056
+43% +$318K 0.01% 832
2025
Q3 		$602K Buy
2,450
+475
+24% +$121K ﹤0.01% 1041
2025
Q2 		$546K Buy
1,975
+212
+12% +$46.2K ﹤0.01% 957
2025
Q1 		$319K Sell
1,763
-159
-8% -$30.7K ﹤0.01% 1034
2024
Q4 		$326K Sell
1,922
-371
-16% -$63.6K ﹤0.01% 990
2024
Q3 		$366K Buy
2,293
+42
+2% +$5.69K ﹤0.01% 884
2024
Q2 		$247K Buy
+2,251
New +$216K ﹤0.01% 978

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

Sequoia Financial Advisors's CRS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Carpenter Technology (CRS) stake by 36% in Q2 2026, buying an estimated $456K and bringing the position to 3,632 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #591.

Sequoia Financial Advisors first reported a position in CRS in Q2 2024 and has held it in 9 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Sequoia Financial Advisors held 3,632 shares of Carpenter Technology worth $2.24M as of Q2 2026.
  • Sequoia Financial Advisors bought 969 Carpenter Technology shares in Q2 2026, an estimated $456K.
  • Carpenter Technology made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #591 holding.
  • Sequoia Financial Advisors first reported a position in Carpenter Technology in Q2 2024 and has held it in 9 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.