True Wealth Design’s Carpenter Technology CRS Stock Holding History

True Wealth Design’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	$204K	Buy	331 +230	+228%	+$108K	0.05%	113
2026 Q1	$39.8K	Buy	101 +58	+135%	+$21.1K	0.01%	471
2025 Q4	$13.5K	Buy	43 +30	+231%	+$9.02K	﹤0.01%	746
2025 Q3	$3.19K	Hold	13	–	–	﹤0.01%	1281
2025 Q2	$3.59K	Hold	13	–	–	﹤0.01%	942
2025 Q1	$2.36K	Buy	13 +1	+8%	+$193	﹤0.01%	949
2024 Q4	$2.04K	Buy	12 +4	+50%	+$686	﹤0.01%	728
2024 Q3	$1.28K	Buy	+8	New	+$1.08K	﹤0.01%	911

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

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

True Wealth Design's CRS Position: Q2 2026 in Review

True Wealth Design increased its Carpenter Technology (CRS) stake by 228% in Q2 2026, buying an estimated $108K and bringing the position to 331 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #113.

True Wealth Design first reported a position in CRS in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

True Wealth Design held 331 shares of Carpenter Technology worth $204K as of Q2 2026.
True Wealth Design bought 230 Carpenter Technology shares in Q2 2026, an estimated $108K.
Carpenter Technology made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #113 holding.
True Wealth Design first reported a position in Carpenter Technology in Q3 2024 and has held it in 8 quarters since.
107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.