TrueWealth Advisors’s Carpenter Technology CRS Stock Holding History

TrueWealth Advisors’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	$942K	Sell	2,422 -367	-13%	-$186K	0.21%	93
2026 Q2	$1.72M	Buy	2,789 +36	+1%	+$17K	0.39%	42
2026 Q1	$1.09M	Buy	2,753 +184	+7%	+$67K	0.27%	68
2025 Q4	$809K	Sell	2,569 -183	-7%	-$55K	0.21%	90
2025 Q3	$676K	Buy	2,752 +603	+28%	+$154K	0.18%	106
2025 Q2	$594K	Buy	+2,149	New	+$468K	0.18%	105

Other funds holding CRS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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

Renaissance Investment Group Lenox, Massachusetts $487M AUM 20.16% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

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

TrueWealth Advisors's CRS Position: Q3 2026 in Review

TrueWealth Advisors reduced its Carpenter Technology (CRS) stake by 13% in Q3 2026, selling an estimated $186K and leaving 2,422 shares worth $942K. The position accounts for 0.21% of the portfolio, ranked #93.

TrueWealth Advisors first reported a position in CRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q2 2026. 237 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

TrueWealth Advisors held 2,422 shares of Carpenter Technology worth $942K as of Q3 2026.
TrueWealth Advisors sold 367 Carpenter Technology shares in Q3 2026, an estimated $186K.
Carpenter Technology made up 0.21% of TrueWealth Advisors's portfolio in Q3 2026, its #93 holding.
TrueWealth Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 6 quarters since.
TrueWealth Advisors's Carpenter Technology position peaked at $1.72M in Q2 2026.
237 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.