Wealthcare Advisory Partners’s Carpenter Technology CRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$708K Buy
1,148
+19
+2% +$8.95K 0.01% 605
2026
Q1
$445K Buy
+1,129
New +$411K 0.01% 742
2021
Q2
Sell
-135
Closed -$6K 811
2021
Q1
$6K Buy
+135
New +$5.13K ﹤0.01% 1587
2020
Q2
Sell
-135
Closed -$3K 511
2020
Q1
$3K Buy
+135
New +$5.04K ﹤0.01% 1217

Other funds holding CRS

Wealthcare Advisory Partners's CRS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Carpenter Technology (CRS) stake by 1.7% in Q2 2026, buying an estimated $8.95K and bringing the position to 1,148 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #605.

Wealthcare Advisory Partners first reported a position in CRS in Q1 2020 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wealthcare Advisory Partners held 1,148 shares of Carpenter Technology worth $708K as of Q2 2026.
  • Wealthcare Advisory Partners bought 19 Carpenter Technology shares in Q2 2026, an estimated $8.95K.
  • Carpenter Technology made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #605 holding.
  • Wealthcare Advisory Partners first reported a position in Carpenter Technology in Q1 2020 and has held it in 4 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.