Steward Partners Investment Advisory’s Carpenter Technology CRS Stock Holding History

Steward Partners Investment Advisory’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	$1.68M	Buy	2,719 +1,296	+91%	+$610K	0.01%	1009
2026 Q1	$561K	Buy	1,423 +1,370	+2,585%	+$499K	﹤0.01%	1459
2025 Q4	$16.7K	Hold	53	–	–	﹤0.01%	3211
2025 Q3	$13K	Buy	53 +40	+308%	+$10.2K	﹤0.01%	3284
2025 Q2	$3.59K	Buy	+13	New	+$2.83K	﹤0.01%	3585
2022 Q2	–	Sell	-200	Closed	-$8K	–	3260
2022 Q1	$8K	Buy	+200	New	+$7K	﹤0.01%	2733
2021 Q2	–	Sell	-500	Closed	-$20.6K	–	7149
2021 Q1	$20.6K	Buy	+500	New	+$19K	﹤0.01%	2465
2018 Q4	–	Sell	-33	Closed	-$2K	–	1028
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	2353
2018 Q2	$2K	Buy	+33	New	+$1.78K	﹤0.01%	2202

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

Steward Partners Investment Advisory's CRS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Carpenter Technology (CRS) stake by 91% in Q2 2026, buying an estimated $610K and bringing the position to 2,719 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1009.

Steward Partners Investment Advisory first reported a position in CRS in Q2 2018 and has held it in 9 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Steward Partners Investment Advisory held 2,719 shares of Carpenter Technology worth $1.68M as of Q2 2026.
Steward Partners Investment Advisory bought 1,296 Carpenter Technology shares in Q2 2026, an estimated $610K.
Carpenter Technology made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1009 holding.
Steward Partners Investment Advisory first reported a position in Carpenter Technology in Q2 2018 and has held it in 9 quarters since.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.