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United Capital Financial Advisors’s Carpenter Technology CRS Stock Holding History

United Capital Financial 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 		$404K Buy
1,025
+334
+48% +$122K ﹤0.01% 1180
2025
Q4 		$218K Buy
+691
New +$208K ﹤0.01% 1295

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 $9.01B AUM 30.26% 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

United Capital Financial Advisors's CRS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Carpenter Technology (CRS) stake by 48% in Q1 2026, buying an estimated $122K and bringing the position to 1,025 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

United Capital Financial Advisors first reported a position in CRS in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • United Capital Financial Advisors held 1,025 shares of Carpenter Technology worth $404K as of Q1 2026.
  • United Capital Financial Advisors bought 334 Carpenter Technology shares in Q1 2026, an estimated $122K.
  • Carpenter Technology made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1180 holding.
  • United Capital Financial Advisors first reported a position in Carpenter Technology in Q4 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.