Sound View Wealth Advisors Group’s Carpenter Technology CRS Stock Holding History

Sound View Wealth Advisors Group’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	$294K	Buy	+477	New	+$225K	0.02%	362

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

Sound View Wealth Advisors Group's CRS Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Carpenter Technology (CRS) in Q2 2026: 477 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #362 among its holdings.

874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Sound View Wealth Advisors Group held 477 shares of Carpenter Technology worth $294K as of Q2 2026.
Carpenter Technology was a new Sound View Wealth Advisors Group position in Q2 2026.
Carpenter Technology made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #362 holding.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.