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Bridgewater Associates’s Carpenter Technology CRS Stock Holding History

Bridgewater Associates’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 		$30.1M Buy
48,856
+6,399
+15% +$3.01M 0.12% 134
2026
Q1 		$16.7M Sell
42,457
-108,716
-72% -$39.6M 0.07% 187
2025
Q4 		$47.6M Buy
151,173
+118,586
+364% +$35.7M 0.17% 91
2025
Q3 		$8M Sell
32,587
-21,801
-40% -$5.58M 0.03% 374
2025
Q2 		$15M Sell
54,388
-88,862
-62% -$19.4M 0.06% 213
2025
Q1 		$26M Buy
+143,250
New +$27.6M 0.12% 148
2020
Q4 		– Sell
-19,737
Closed -$358K – 544
2020
Q3 		$358K Buy
19,737
+10,520
+114% +$227K ﹤0.01% 418
2020
Q2 		$224K Buy
+9,217
New +$205K ﹤0.01% 367
2020
Q1 		– Sell
-11,096
Closed -$552K – 454
2019
Q4 		$552K Buy
+11,096
New +$569K 0.01% 403

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 $3.38T AUM 44.17% 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

Bridgewater Associates's CRS Position: Q2 2026 in Review

Bridgewater Associates increased its Carpenter Technology (CRS) stake by 15% in Q2 2026, buying an estimated $3.01M and bringing the position to 48,856 shares worth $30.1M. The position accounts for 0.12% of the portfolio, ranked #134.

Bridgewater Associates first reported a position in CRS in Q4 2019 and has held it in 9 quarters since. The position peaked at $47.6M in Q4 2025. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Bridgewater Associates held 48,856 shares of Carpenter Technology worth $30.1M as of Q2 2026.
  • Bridgewater Associates bought 6,399 Carpenter Technology shares in Q2 2026, an estimated $3.01M.
  • Carpenter Technology made up 0.12% of Bridgewater Associates's portfolio in Q2 2026, its #134 holding.
  • Bridgewater Associates first reported a position in Carpenter Technology in Q4 2019 and has held it in 9 quarters since.
  • Bridgewater Associates's Carpenter Technology position peaked at $47.6M in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.