Planning Strategies Inc.’s Carpenter Technology CRS Stock Holding History

Planning Strategies Inc.’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	$1.23K	Buy	+2	New	+$942	﹤0.01%	708

Other funds holding CRS

CAM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s CRS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Carpenter Technology (CRS) in Q2 2026: 2 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

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

Planning Strategies Inc. held 2 shares of Carpenter Technology worth $1.23K as of Q2 2026.
Carpenter Technology was a new Planning Strategies Inc. position in Q2 2026.
Carpenter Technology made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #708 holding.
267 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.