TD Private Client Wealth’s Carpenter Technology CRS Stock Holding History

TD Private Client 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	$4.93K	Buy	8 +6	+300%	+$2.83K	﹤0.01%	1219
2026 Q1	$788	Hold	2	–	–	﹤0.01%	1423
2025 Q4	$630	Buy	+2	New	+$602	﹤0.01%	1460
2024 Q1	–	Sell	-100	Closed	-$7.08K	–	1229
2023 Q4	$7.08K	Buy	+100	New	+$6.72K	﹤0.01%	1088

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

TD Private Client Wealth's CRS Position: Q2 2026 in Review

TD Private Client Wealth increased its Carpenter Technology (CRS) stake by 300% in Q2 2026, buying an estimated $2.83K and bringing the position to 8 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

TD Private Client Wealth first reported a position in CRS in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.08K in Q4 2023. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

TD Private Client Wealth held 8 shares of Carpenter Technology worth $4.93K as of Q2 2026.
TD Private Client Wealth bought 6 Carpenter Technology shares in Q2 2026, an estimated $2.83K.
Carpenter Technology made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1219 holding.
TD Private Client Wealth first reported a position in Carpenter Technology in Q4 2023 and has held it in 4 quarters since.
TD Private Client Wealth's Carpenter Technology position peaked at $7.08K in Q4 2023.
877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.