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Venture Visionary Partners’s Carpenter Technology CRS Stock Holding History

Venture Visionary Partners’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 		$311K Sell
800
-250
-24% -$127K 0.01% 564
2026
Q2 		$648K Buy
+1,050
New +$494K 0.02% 429

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Venture Visionary Partners's CRS Position: Q3 2026 in Review

Venture Visionary Partners reduced its Carpenter Technology (CRS) stake by 24% in Q3 2026, selling an estimated $127K and leaving 800 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #564.

Venture Visionary Partners first reported a position in CRS in Q2 2026 and has held it in 2 quarters since. The position peaked at $648K in Q2 2026. 22 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Venture Visionary Partners held 800 shares of Carpenter Technology worth $311K as of Q3 2026.
  • Venture Visionary Partners sold 250 Carpenter Technology shares in Q3 2026, an estimated $127K.
  • Carpenter Technology made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #564 holding.
  • Venture Visionary Partners first reported a position in Carpenter Technology in Q2 2026 and has held it in 2 quarters since.
  • Venture Visionary Partners's Carpenter Technology position peaked at $648K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.