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Creative Planning CRS Position History
Carpenter Technology Corporation • Basic Materials
Quarters held
8
Latest value
$15.3M
Q3 2026
Peak value
$28M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $79K |
| Q3 2025 | $5.5M |
| Q4 2025 | $7.5M |
| Q1 2026 | $11.9M |
| Q2 2026 | $208K |
| Q2 2026 | $28M |
| Q3 2026 | $131K |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 39.2K | — | — |
| Q3 2026 | $131K | 338 | — | — |
| Q2 2026 | $28M | 45.3K | — | — |
| Q2 2026 | $208K | 338 | — | — |
| Q1 2026 | $11.9M | 30.3K | — | — |
| Q4 2025 | $7.5M | 23.8K | — | — |
| Q3 2025 | $5.5M | 22.4K | — | — |
| Q3 2025 | $79K | 320 | — | — |
Other funds holding CRS
$1.3B
$1.3B
$1.2B
$1.2B
$891.3M
$886.6M
$791.8M