Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Carpenter Technology CRS Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.3M Buy
34,007
+13,772
+68% +$6.48M 0.03% 465
2026
Q1 		$7.51M Buy
20,235
+5,319
+36% +$1.94M 0.02% 702
2025
Q4 		$5M Sell
14,916
-2,386
-14% -$718K 0.01% 1023
2025
Q3 		$4.43M Buy
17,302
+498
+3% +$127K 0.01% 1010
2025
Q2 		$4.7M Buy
16,804
+851
+5% +$186K 0.01% 923
2025
Q1 		$2.89M Buy
15,953
+3,467
+28% +$668K 0.01% 1059
2024
Q4 		$2.12M Buy
12,486
+538
+5% +$92.3K ﹤0.01% 1157
2024
Q3 		$1.91M Buy
11,948
+319
+3% +$43.2K ﹤0.01% 1078
2024
Q2 		$1.27M Buy
11,629
+72
+0.6% +$6.92K ﹤0.01% 1167
2024
Q1 		$825K Buy
11,557
+215
+2% +$14.1K ﹤0.01% 1327
2023
Q4 		$803K Sell
11,342
-10
-0.1% -$672 ﹤0.01% 1255
2023
Q3 		$763K Buy
+11,352
New +$688K ﹤0.01% 1213

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Carpenter Technology (CRS) stake by 68% in Q2 2026, buying an estimated $6.48M and bringing the position to 34,007 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #465.

Wealth Enhancement Advisory Services first reported a position in CRS in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 34,007 shares of Carpenter Technology worth $18.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,772 Carpenter Technology shares in Q2 2026, an estimated $6.48M.
  • Carpenter Technology made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #465 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carpenter Technology in Q3 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.