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Stephens Consulting’s Carpenter Technology CRS Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-22
Closed -$6.08K – 571
2025
Q2 		$6.08K Buy
22
+7
+47% +$1.53K ﹤0.01% 377
2025
Q1 		$2.72K Buy
+15
New +$2.89K ﹤0.01% 422

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Stephens Consulting's CRS Position: Q3 2025 in Review

Stephens Consulting sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 22 shares — an estimated $6.08K sold.

Stephens Consulting first reported a position in CRS in Q1 2025 and held it in 2 quarters. The position peaked at $6.08K in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • Stephens Consulting reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 22 Carpenter Technology shares in Q3 2025, an estimated $6.08K.
  • Stephens Consulting first reported a position in Carpenter Technology in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Carpenter Technology position peaked at $6.08K in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.