Sowell Financial Services’s Carpenter Technology CRS Stock Holding History

Sowell Financial Services’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	$485K	Buy	786 +231	+42%	+$109K	0.02%	664
2026 Q1	$219K	Sell	555 -227	-29%	-$82.7K	0.01%	998
2025 Q4	$246K	Buy	+782	New	+$235K	0.01%	916
2025 Q3	–	Sell	-779	Closed	-$215K	–	1087
2025 Q2	$215K	Buy	+779	New	+$170K	0.01%	927
2021 Q2	–	Sell	-900	Closed	-$37K	–	975
2021 Q1	$37K	Hold	900	–	–	﹤0.01%	1778
2020 Q4	$26K	Sell	900 -39	-4%	-$903	﹤0.01%	1626
2020 Q3	$17K	Hold	939	–	–	﹤0.01%	1624
2020 Q2	$23K	Hold	939	–	–	﹤0.01%	1413
2020 Q1	$18K	Buy	939 +500	+114%	+$18.6K	﹤0.01%	1421
2019 Q4	$22K	Hold	439	–	–	﹤0.01%	1397
2019 Q3	$23K	Buy	+439	New	+$21.2K	﹤0.01%	1224

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 $3.38T AUM 44.17% 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

Sowell Financial Services's CRS Position: Q2 2026 in Review

Sowell Financial Services increased its Carpenter Technology (CRS) stake by 42% in Q2 2026, buying an estimated $109K and bringing the position to 786 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #664.

Sowell Financial Services first reported a position in CRS in Q3 2019 and has held it in 11 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Sowell Financial Services held 786 shares of Carpenter Technology worth $485K as of Q2 2026.
Sowell Financial Services bought 231 Carpenter Technology shares in Q2 2026, an estimated $109K.
Carpenter Technology made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #664 holding.
Sowell Financial Services first reported a position in Carpenter Technology in Q3 2019 and has held it in 11 quarters since.
880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.