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Carpenter Technology Corporation shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Carpenter Technology Corporation (CRS) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Carpenter Technology Corporation

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All positions including Carpenter Technology Corporation held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carpenter Technology Corporation by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $435k 705 616.99
2025-03-31 $229k 1.3k 181.18
2024-12-31 $225k 1.3k 169.71

More positions owned by Optivise Advisory Services

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory Services

Top funds holding Carpenter Technology Corporation

BlackRock
FMR
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Invesco
AQR Capital Management
Jennison Associates
Jpmorgan Chase & Co
Geode Capital Management
Lone Pine Capital
Sands Capital Management
Goldman Sachs Group
SurgoCap Partners
Jane Street

View all funds holding Carpenter Technology Corporation