VAG
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VisionPoint Advisory Group’s Carpenter Technology CRS Stock Holding History

VisionPoint Advisory Group’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 		$239K Sell
615
-11
-2% -$5.59K 0.04% 399
2026
Q2 		$386K Sell
626
-14
-2% -$6.59K 0.06% 303
2026
Q1 		$252K Buy
+640
New +$233K 0.05% 370

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
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

VisionPoint Advisory Group's CRS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Carpenter Technology (CRS) stake by 1.8% in Q3 2026, selling an estimated $5.59K and leaving 615 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #399.

VisionPoint Advisory Group first reported a position in CRS in Q1 2026 and has held it in 3 quarters since. The position peaked at $386K in Q2 2026. 32 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • VisionPoint Advisory Group held 615 shares of Carpenter Technology worth $239K as of Q3 2026.
  • VisionPoint Advisory Group sold 11 Carpenter Technology shares in Q3 2026, an estimated $5.59K.
  • Carpenter Technology made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #399 holding.
  • VisionPoint Advisory Group first reported a position in Carpenter Technology in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's Carpenter Technology position peaked at $386K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.