UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CRS — Carpenter Technology Corp

CIK 1463217 IRVING, TX

Position in CRS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$650,149

+$246,146 QoQ

Shares Held

1,054

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#535

of 873 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,999,229 across 4 Metal Fabrication names. CRS ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLI	Mueller Industries Inc	13,020	$800,274
2	CRS	Carpenter Technology Corp This page	1,054	$650,149
3	ATI	Ati Inc	1,687	$332,507
4	CMC	COMMERCIAL METALS Co	3,447	$216,299

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,149	1,054	+2.8%	Shares	Defined	2026-08-17
2026-03-31	$404,003	1,025	+48.3%	Shares	Defined	2026-05-15
2025-12-31	$217,554	691	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.