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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
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
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 $9.01B AUM 30.26% 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

TD Private Client Wealth's CRS Position: Q1 2026 in Review

TD Private Client Wealth held its Carpenter Technology (CRS) position steady in Q1 2026 at 2 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

TD Private Client Wealth first reported a position in CRS in Q4 2023 and has held it in 3 quarters since. The position peaked at $7.08K in Q4 2023. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • TD Private Client Wealth held 2 shares of Carpenter Technology worth $788 as of Q1 2026.
  • TD Private Client Wealth left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1423 holding.
  • TD Private Client Wealth first reported a position in Carpenter Technology in Q4 2023 and has held it in 3 quarters since.
  • TD Private Client Wealth's Carpenter Technology position peaked at $7.08K in Q4 2023.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.