WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CRS — Carpenter Technology Corp
CIK 1632972
PLYMOUTH, MN
Position in CRS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,976,877
+$13,001,252 QoQ
Shares Held
34,007
+68.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2
of 94 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2.3465757050019116.ToString("F0")%
Shared 0.ToString("F0")%
None 97.65342429499809.ToString("F0")%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,699,094 across 7 Metal Fabrication names. CRS ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
34,007 | $20,976,877 | |
| 2 | MLI |
Mueller Industries Inc
|
248,109 | $15,250,019 | |
| 3 | ATI |
Ati Inc
|
36,312 | $7,157,095 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
21,370 | $1,340,967 | |
| 5 | MEC |
Mayville Engineering Company, Inc.
|
13,946 | $522,417 | |
| 6 | IIIN |
Insteel Industries Inc
|
7,824 | $236,284 | |
| 7 | RYZ |
Ryerson Holding Corp
|
8,754 | $215,435 |
All Filings in CRS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,976,877 | 34,007 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,975,625 | 20,235 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,696,153 | 14,916 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,248,333 | 17,302 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,644,289 | 16,804 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,890,364 | 15,953 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,118,999 | 12,486 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,906,661 | 11,948 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,274,305 | 11,629 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $825,400 | 11,557 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $803,013 | 11,342 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $762,967 | 11,352 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||