Bessemer Group
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Bessemer Group’s Carpenter Technology CRS Stock Holding History

Bessemer 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
Q3 		$113M Sell
291,619
-808
-0.3% -$411K 0.16% 152
2026
Q2 		$180M Buy
292,427
+292,168
+112,806% +$138M 0.25% 105
2026
Q1 		$102K Buy
259
+18
+7% +$6.56K ﹤0.01% 1515
2025
Q4 		$76K Hold
241
– – ﹤0.01% 1528
2025
Q3 		$59K Hold
241
– – ﹤0.01% 1389
2025
Q2 		$67K Buy
241
+11
+5% +$2.4K ﹤0.01% 1278
2025
Q1 		$42K Buy
230
+77
+50% +$14.8K ﹤0.01% 1342
2024
Q4 		$26K Sell
153
-1,445
-90% -$248K ﹤0.01% 1434
2024
Q3 		$255K Buy
1,598
+1,558
+3,895% +$211K ﹤0.01% 1073
2024
Q2 		$4K Hold
40
– – ﹤0.01% 1741
2024
Q1 		$3K Hold
40
– – ﹤0.01% 1831
2023
Q4 		$3K Hold
40
– – ﹤0.01% 1890
2023
Q3 		$3K Sell
40
-420
-91% -$25.5K ﹤0.01% 1850
2023
Q2 		$26K Buy
+460
New +$22.5K ﹤0.01% 1480
2022
Q4 		– Sell
-71
Closed -$2K – 1923
2022
Q3 		$2K Buy
+71
New +$2.35K ﹤0.01% 1900
2016
Q1 		– Sell
-85,723
Closed -$2.6M – 1503
2015
Q4 		$2.6M Buy
85,723
+84,223
+5,615% +$2.78M 0.01% 378
2015
Q3 		$45K Buy
+1,500
New +$54.6K ﹤0.01% 971
2015
Q2 		– Sell
-400
Closed -$16K – 1509
2015
Q1 		$16K Hold
400
– – ﹤0.01% 1154
2014
Q4 		$20K Buy
+400
New +$19.3K ﹤0.01% 1114

Other funds holding CRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group's CRS Position: Q3 2026 in Review

Bessemer Group reduced its Carpenter Technology (CRS) stake by 0.28% in Q3 2026, selling an estimated $411K and leaving 291,619 shares worth $113M. The position accounts for 0.16% of the portfolio, ranked #152.

Bessemer Group first reported a position in CRS in Q4 2014 and has held it in 19 quarters since. The position peaked at $180M in Q2 2026. 542 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Bessemer Group held 291,619 shares of Carpenter Technology worth $113M as of Q3 2026.
  • Bessemer Group sold 808 Carpenter Technology shares in Q3 2026, an estimated $411K.
  • Carpenter Technology made up 0.16% of Bessemer Group's portfolio in Q3 2026, its #152 holding.
  • Bessemer Group first reported a position in Carpenter Technology in Q4 2014 and has held it in 19 quarters since.
  • Bessemer Group's Carpenter Technology position peaked at $180M in Q2 2026.
  • 542 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.