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SteelPeak Wealth’s Carpenter Technology CRS Stock Holding History

SteelPeak Wealth’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 		$3.98M Sell
6,452
-127
-2% -$59.8K 0.1% 148
2026
Q1 		$2.59M Buy
+6,579
New +$2.4M 0.08% 190
2025
Q3 		– Sell
-7,664
Closed -$2.12M – 602
2025
Q2 		$2.12M Buy
7,664
+2,065
+37% +$450K 0.08% 188
2025
Q1 		$1.01M Buy
5,599
+1,844
+49% +$356K 0.04% 252
2024
Q4 		$637K Buy
3,755
+773
+26% +$133K 0.03% 307
2024
Q3 		$476K Buy
+2,982
New +$404K 0.02% 326

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

SteelPeak Wealth's CRS Position: Q2 2026 in Review

SteelPeak Wealth reduced its Carpenter Technology (CRS) stake by 1.9% in Q2 2026, selling an estimated $59.8K and leaving 6,452 shares worth $3.98M. The position accounts for 0.1% of the portfolio, ranked #148.

SteelPeak Wealth first reported a position in CRS in Q3 2024 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • SteelPeak Wealth held 6,452 shares of Carpenter Technology worth $3.98M as of Q2 2026.
  • SteelPeak Wealth sold 127 Carpenter Technology shares in Q2 2026, an estimated $59.8K.
  • Carpenter Technology made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #148 holding.
  • SteelPeak Wealth first reported a position in Carpenter Technology in Q3 2024 and has held it in 6 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.