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Strategic Wealth Partners’s Carpenter Technology CRS Stock Holding History

Strategic Wealth Partners’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 		– Sell
-1
Closed -$236 – 1486
2026
Q1 		$236 Buy
+1
New +$364 ﹤0.01% 1366

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AQR Capital Management
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Jennison Associates
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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

Strategic Wealth Partners's CRS Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Carpenter Technology (CRS) in Q2 2026, closing a stake of 1 share — an estimated $236 sold.

Strategic Wealth Partners first reported a position in CRS in Q1 2026 and held it in 1 quarter. The position peaked at $236 in Q1 2026. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Carpenter Technology position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1 Carpenter Technology share in Q2 2026, an estimated $236.
  • Strategic Wealth Partners first reported a position in Carpenter Technology in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Partners's Carpenter Technology position peaked at $236 in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.