Whitaker-Myers Wealth Managers’s Carpenter Technology CRS Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.57M	Sell	4,166 -1,077	-21%	-$507K	0.43%	37
2026 Q1	$2.07M	Buy	5,243 +593	+13%	+$216K	0.41%	42
2025 Q4	$1.46M	Buy	4,650 +1,406	+43%	+$423K	0.31%	60
2025 Q3	$797K	Buy	+3,244	New	+$830K	0.17%	75

Other funds holding CRS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CRS Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Carpenter Technology (CRS) stake by 21% in Q2 2026, selling an estimated $507K and leaving 4,166 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #37.

Whitaker-Myers Wealth Managers first reported a position in CRS in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Whitaker-Myers Wealth Managers held 4,166 shares of Carpenter Technology worth $2.57M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 1,077 Carpenter Technology shares in Q2 2026, an estimated $507K.
Carpenter Technology made up 0.43% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #37 holding.
Whitaker-Myers Wealth Managers first reported a position in Carpenter Technology in Q3 2025 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.