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Stratos Wealth Partners’s Carpenter Technology CRS Stock Holding History

Stratos 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
Q1 		$836K Buy
2,121
+17
+0.8% +$6.19K 0.01% 867
2025
Q4 		$662K Buy
2,104
+140
+7% +$42.1K 0.01% 924
2025
Q3 		$482K Sell
1,964
-24
-1% -$6.14K 0.01% 1031
2025
Q2 		$549K Sell
1,988
-980
-33% -$214K 0.01% 893
2025
Q1 		$538K Buy
2,968
+553
+23% +$107K 0.01% 859
2024
Q4 		$410K Buy
2,415
+63
+3% +$10.8K 0.01% 1017
2024
Q3 		$375K Buy
+2,352
New +$319K 0.01% 1049
2018
Q4 		– Sell
-23
Closed -$1K – 1129
2018
Q3 		$1K Buy
+23
New +$1.32K ﹤0.01% 2810
2018
Q2 		– Sell
-23
Closed -$1K – 1278
2018
Q1 		$1K Buy
23
+1
+5% +$50 ﹤0.01% 2968
2017
Q4 		$1K Buy
+22
New +$1.09K ﹤0.01% 2693

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's CRS Position: Q1 2026 in Review

Stratos Wealth Partners increased its Carpenter Technology (CRS) stake by 0.81% in Q1 2026, buying an estimated $6.19K and bringing the position to 2,121 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #867.

Stratos Wealth Partners first reported a position in CRS in Q4 2017 and has held it in 10 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Stratos Wealth Partners held 2,121 shares of Carpenter Technology worth $836K as of Q1 2026.
  • Stratos Wealth Partners bought 17 Carpenter Technology shares in Q1 2026, an estimated $6.19K.
  • Carpenter Technology made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #867 holding.
  • Stratos Wealth Partners first reported a position in Carpenter Technology in Q4 2017 and has held it in 10 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.