MISSION WEALTH MANAGEMENT, LP
Position in CRS — Carpenter Technology Corp
CIK 1645382
Santa Barbara, CA
Position in CRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,083,068
+$1,268,755 QoQ
Shares Held
3,377
+63.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#354
of 873 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $2,724,371 across 3 Metal Fabrication names. CRS ranks #1 (76.5% of the industry book) .
All Filings in CRS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083,068 | 3,377 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $814,313 | 2,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $640,069 | 2,033 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $494,026 | 2,012 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $554,418 | 2,006 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $363,809 | 2,008 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $327,540 | 1,930 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $377,247 | 2,364 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $259,047 | 2,364 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||