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Wealthspire Advisors (New York)’s Carpenter Technology CRS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-320
Closed -$78.6K – 1434
2025
Q3 		$78.6K Buy
+320
New +$81.8K ﹤0.01% 1087

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State Street
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ECU
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LPC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s CRS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 320 shares — an estimated $78.6K sold.

Wealthspire Advisors (New York) first reported a position in CRS in Q3 2025 and held it in 1 quarter. The position peaked at $78.6K in Q3 2025. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 320 Carpenter Technology shares in Q4 2025, an estimated $78.6K.
  • Wealthspire Advisors (New York) first reported a position in Carpenter Technology in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Carpenter Technology position peaked at $78.6K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.