Sheets Smith Wealth Management’s Carpenter Technology CRS Stock Holding History

Sheets Smith Wealth Management’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	$1.72M	Sell	2,783 -4	-0.1%	-$1.88K	0.17%	125
2026 Q1	$1.1M	Sell	2,787 -7	-0.3%	-$2.55K	0.12%	173
2025 Q4	$880K	Sell	2,794 -15	-0.5%	-$4.51K	0.1%	193
2025 Q3	$690K	Sell	2,809 -1,636	-37%	-$418K	0.08%	238
2025 Q2	$1.23M	Hold	4,445	–	–	0.14%	138
2025 Q1	$805K	Hold	4,445	–	–	0.1%	185
2024 Q4	$754K	Sell	4,445 -79	-2%	-$13.5K	0.09%	193
2024 Q3	$722K	Sell	4,524 -602	-12%	-$81.5K	0.09%	196
2024 Q2	$562K	Buy	+5,126	New	+$493K	0.07%	228

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's CRS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Carpenter Technology (CRS) stake by 0.14% in Q2 2026, selling an estimated $1.88K and leaving 2,783 shares worth $1.72M. The position accounts for 0.17% of the portfolio, ranked #125.

Sheets Smith Wealth Management 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.

Sheets Smith Wealth Management held 2,783 shares of Carpenter Technology worth $1.72M as of Q2 2026.
Sheets Smith Wealth Management sold 4 Carpenter Technology shares in Q2 2026, an estimated $1.88K.
Carpenter Technology made up 0.17% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #125 holding.
Sheets Smith Wealth Management 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.