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Wealthstar Advisors’s Carpenter Technology CRS Stock Holding History

Wealthstar Advisors’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 		$2.19M Sell
3,556
-1,304
-27% -$614K 0.64% 18
2026
Q1 		$1.92M Sell
4,860
-2,212
-31% -$806K 0.9% 19
2025
Q4 		$2.23M Sell
7,072
-278
-4% -$83.6K 0.98% 16
2025
Q3 		$1.8M Sell
7,350
-316
-4% -$80.8K 0.71% 26
2025
Q2 		$2.12M Buy
7,666
+5,077
+196% +$1.11M 0.8% 20
2025
Q1 		$469K Sell
2,589
-467
-15% -$90K 0.21% 97
2024
Q4 		$519K Buy
+3,056
New +$524K 0.23% 85
2024
Q2 		– Sell
-5,231
Closed -$374K – 53
2024
Q1 		$374K Buy
5,231
+954
+22% +$62.4K 0.13% 95
2023
Q4 		$303K Buy
+4,277
New +$288K 0.05% 105

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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

Wealthstar Advisors's CRS Position: Q2 2026 in Review

Wealthstar Advisors reduced its Carpenter Technology (CRS) stake by 27% in Q2 2026, selling an estimated $614K and leaving 3,556 shares worth $2.19M. The position accounts for 0.64% of the portfolio, ranked #18.

Wealthstar Advisors first reported a position in CRS in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2025. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wealthstar Advisors held 3,556 shares of Carpenter Technology worth $2.19M as of Q2 2026.
  • Wealthstar Advisors sold 1,304 Carpenter Technology shares in Q2 2026, an estimated $614K.
  • Carpenter Technology made up 0.64% of Wealthstar Advisors's portfolio in Q2 2026, its #18 holding.
  • Wealthstar Advisors first reported a position in Carpenter Technology in Q4 2023 and has held it in 9 quarters since.
  • Wealthstar Advisors's Carpenter Technology position peaked at $2.23M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.