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Wealth Management Associates’s Carpenter Technology CRS Stock Holding History

Wealth Management Associates’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 		$270K Buy
+437
New +$206K 0.07% 207

Other funds holding CRS

BlackRock
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Management Associates's CRS Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Carpenter Technology (CRS) in Q2 2026: 437 shares worth $270K. The stake represents 0.07% of the portfolio and ranks #207 among its holdings.

874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wealth Management Associates held 437 shares of Carpenter Technology worth $270K as of Q2 2026.
  • Carpenter Technology was a new Wealth Management Associates position in Q2 2026.
  • Carpenter Technology made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #207 holding.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.