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 Q3	$56K	Sell	144 -187	-56%	-$95K	0.01%	472
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's CRS Position: Q3 2026 in Review

True Wealth Design reduced its Carpenter Technology (CRS) stake by 56% in Q3 2026, selling an estimated $95K and leaving 144 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #472.

True Wealth Design first reported a position in CRS in Q3 2024 and has held it in 9 quarters since. The position peaked at $204K in Q2 2026. 168 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

True Wealth Design held 144 shares of Carpenter Technology worth $56K as of Q3 2026.
True Wealth Design sold 187 Carpenter Technology shares in Q3 2026, an estimated $95K.
Carpenter Technology made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #472 holding.
True Wealth Design first reported a position in Carpenter Technology in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Carpenter Technology position peaked at $204K in Q2 2026.
168 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.