Toth Financial Advisory
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Toth Financial Advisory’s Carpenter Technology CRS Stock Holding History

Toth Financial 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
Q3 		– Sell
-2
Closed -$1.23K – 1044
2026
Q2 		$1.23K Buy
+2
New +$942 ﹤0.01% 804
2022
Q2 		– Sell
-1,394
Closed -$59K – 710
2022
Q1 		$59K Buy
1,394
+286
+26% +$10K 0.01% 270
2021
Q4 		$32K Sell
1,108
-386
-26% -$12K ﹤0.01% 338
2021
Q3 		$49K Hold
1,494
– – 0.01% 312
2021
Q2 		$60K Sell
1,494
-560
-27% -$23.7K 0.01% 272
2021
Q1 		$85K Buy
2,054
+12
+0.6% +$456 0.01% 243
2020
Q4 		$59K Buy
2,042
+962
+89% +$22.3K 0.01% 246
2020
Q3 		$20K Sell
1,080
-585
-35% -$12.6K ﹤0.01% 313
2020
Q2 		$40K Buy
+1,665
New +$37K 0.01% 236

Other funds holding CRS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Renaissance Investment Group
Renaissance Investment Group Lenox, Massachusetts $487M AUM 20.16% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return

Toth Financial Advisory's CRS Position: Q3 2026 in Review

Toth Financial Advisory sold out of Carpenter Technology (CRS) in Q3 2026, closing a stake of 2 shares — an estimated $1.23K sold.

Toth Financial Advisory first reported a position in CRS in Q2 2020 and held it in 9 quarters. The position peaked at $85K in Q1 2021. 226 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Toth Financial Advisory reported no remaining Carpenter Technology position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 2 Carpenter Technology shares in Q3 2026, an estimated $1.23K.
  • Toth Financial Advisory first reported a position in Carpenter Technology in Q2 2020 and held it in 9 quarters.
  • Toth Financial Advisory's Carpenter Technology position peaked at $85K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.