TPWA
CRS icon

Twin Peaks Wealth Advisors’s Carpenter Technology CRS Stock Holding History

Twin Peaks Wealth 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
Q1 		$26.8K Buy
+68
New +$24.8K 0.01% 606
2025
Q3 		– Sell
-66
Closed -$17K – 589
2025
Q2 		$17K Buy
+66
New +$14.4K 0.01% 662

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's CRS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carpenter Technology (CRS) in Q1 2026: 68 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CRS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CRS in Q2 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 68 shares of Carpenter Technology worth $26.8K as of Q1 2026.
  • Carpenter Technology was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carpenter Technology made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #606 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.