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 Q2	$1.72M	Buy	2,789 +36	+1%	+$16.9K	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

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

TrueWealth Advisors's CRS Position: Q2 2026 in Review

TrueWealth Advisors increased its Carpenter Technology (CRS) stake by 1.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,789 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #42.

TrueWealth Advisors first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

TrueWealth Advisors held 2,789 shares of Carpenter Technology worth $1.72M as of Q2 2026.
TrueWealth Advisors bought 36 Carpenter Technology shares in Q2 2026, an estimated $16.9K.
Carpenter Technology made up 0.39% of TrueWealth Advisors's portfolio in Q2 2026, its #42 holding.
TrueWealth Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.