Smartleaf Asset Management’s Carpenter Technology CRS Stock Holding History

Smartleaf Asset 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	$458K	Hold	754	–	–	0.01%	575
2026 Q1	$280K	Sell	754 -54	-7%	-$19.7K	0.01%	677
2025 Q4	$257K	Buy	808 +213	+36%	+$64.1K	0.01%	702
2025 Q3	$144K	Buy	595 +165	+38%	+$42.2K	0.01%	875
2025 Q2	$119K	Sell	430 -55	-11%	-$12K	0.01%	803
2025 Q1	$87.9K	Sell	485 -282	-37%	-$54.4K	0.01%	884
2024 Q4	$128K	Buy	767 +472	+160%	+$81K	0.01%	724
2024 Q3	$46.9K	Sell	295 -22	-7%	-$2.98K	0.01%	942
2024 Q2	$33.9K	Buy	317 +221	+230%	+$21.2K	0.01%	841
2024 Q1	$6.74K	Buy	+96	New	+$6.28K	﹤0.01%	1121

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

Smartleaf Asset Management's CRS Position: Q2 2026 in Review

Smartleaf Asset Management held its Carpenter Technology (CRS) position steady in Q2 2026 at 754 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #575.

Smartleaf Asset Management first reported a position in CRS in Q1 2024 and has held it in 10 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Smartleaf Asset Management held 754 shares of Carpenter Technology worth $458K as of Q2 2026.
Smartleaf Asset Management left its Carpenter Technology share count unchanged in Q2 2026.
Carpenter Technology made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #575 holding.
Smartleaf Asset Management first reported a position in Carpenter Technology in Q1 2024 and has held it in 10 quarters since.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.