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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CRS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CRS Position History
Carpenter Technology Corporation • Basic Materials
Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$18.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q4 2025 | $5M |
| Q1 2026 | $7.5M |
| Q2 2026 | $18.3M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 22.4K | — | — |
| Q2 2026 | $18.3M | 34.0K | — | — |
| Q1 2026 | $7.5M | 20.2K | — | — |
| Q4 2025 | $5M | 14.9K | — | — |
| Q3 2025 | $4.4M | 17.3K | — | — |
Other funds holding CRS
$1.3B
$1.3B
$1.2B
$1.2B
$891.3M
$886.6M
$791.8M