AE Wealth Management LLC

Position in CRS — Carpenter Technology Corp

CIK 1697723 TOPEKA, KS

Position in CRS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$811,125

+$353,526 QoQ

Shares Held

1,315

+13.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#496

of 873 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $3,414,169 across 4 Metal Fabrication names. CRS ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLI	Mueller Industries Inc	26,426	$1,624,261
2	CRS	Carpenter Technology Corp This page	1,315	$811,125
3	ATI	Ati Inc	3,107	$573,616
4	CMC	COMMERCIAL METALS Co	6,457	$405,167

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,125	1,315	+13.3%	Shares	Other	2026-08-03
2026-03-31	$457,599	1,161	+1.6%	Shares	Other	2026-05-13
2025-09-30	$280,639	1,143	+35.1%	Shares	Other	2025-11-03
2025-06-30	$233,808	846	-82.6%	Shares	Other	2025-08-06
2023-03-31	$217,623	4,862	-86.2%	Shares	Sole	2023-04-14
2020-06-30	$853,393	35,148	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.