Baird Financial Group
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Baird Financial Group’s Carpenter Technology CRS Stock Holding History

Baird Financial Group’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
19,156
+17,447
+1,021% +$8.21M 0.02% 562
2026
Q1 		$674K Buy
+1,709
New +$622K ﹤0.01% 1395
2024
Q1 		– Sell
-6,149
Closed -$435K – 1759
2023
Q4 		$435K Buy
+6,149
New +$413K ﹤0.01% 1399

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's CRS Position: Q2 2026 in Review

Baird Financial Group increased its Carpenter Technology (CRS) stake by 1,021% in Q2 2026, buying an estimated $8.21M and bringing the position to 19,156 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #562.

Baird Financial Group first reported a position in CRS in Q4 2023 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Baird Financial Group held 19,156 shares of Carpenter Technology worth $11.8M as of Q2 2026.
  • Baird Financial Group bought 17,447 Carpenter Technology shares in Q2 2026, an estimated $8.21M.
  • Carpenter Technology made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #562 holding.
  • Baird Financial Group first reported a position in Carpenter Technology in Q4 2023 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.