Position in CRS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,720,366
+$635,272 QoQ
Shares Held
2,789
+1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#378
of 873 holders
Holding Since
Jun 2025
5 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, 2026TrueWealth Advisors, LLC holds $1,720,366 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
2,789 | $1,720,366 |
All Filings in CRS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,366 | 2,789 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,085,094 | 2,753 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $808,823 | 2,569 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $675,726 | 2,752 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $593,940 | 2,149 | Shares | Sole | 2025-07-03 | |
| No filing history on record for this holder in this stock. | ||||||