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 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Toth Financial Advisory's CRS Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Carpenter Technology (CRS) in Q2 2026: 2 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CRS as recently as Q1 2022.

Toth Financial Advisory first reported a position in CRS in Q2 2020 and has held it in 9 quarters since. The position peaked at $85K in Q1 2021. 141 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Toth Financial Advisory held 2 shares of Carpenter Technology worth $1.23K as of Q2 2026.
Carpenter Technology was a new Toth Financial Advisory position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #804 holding.
Toth Financial Advisory first reported a position in Carpenter Technology in Q2 2020 and has held it in 9 quarters since.
Toth Financial Advisory's Carpenter Technology position peaked at $85K in Q1 2021.
141 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.