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Spire Wealth Management’s Carpenter Technology CRS Stock Holding History

Spire 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 		$187K Buy
304
+258
+561% +$121K 0.01% 805
2026
Q1 		$17.9K Sell
46
-89
-66% -$32.4K ﹤0.01% 1458
2025
Q4 		$42.4K Buy
135
+84
+165% +$25.3K ﹤0.01% 1236
2025
Q3 		$12.6K Buy
51
+1
+2% +$256 ﹤0.01% 1669
2025
Q2 		$13.9K Buy
50
+5
+11% +$1.09K ﹤0.01% 1618
2025
Q1 		$8.22K Buy
45
+15
+50% +$2.89K ﹤0.01% 1898
2024
Q4 		$5.15K Buy
+30
New +$5.14K ﹤0.01% 2038

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

Spire Wealth Management's CRS Position: Q2 2026 in Review

Spire Wealth Management increased its Carpenter Technology (CRS) stake by 561% in Q2 2026, buying an estimated $121K and bringing the position to 304 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #805.

Spire Wealth Management first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Spire Wealth Management held 304 shares of Carpenter Technology worth $187K as of Q2 2026.
  • Spire Wealth Management bought 258 Carpenter Technology shares in Q2 2026, an estimated $121K.
  • Carpenter Technology made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Spire Wealth Management first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.