Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Carpenter Technology CRS Stock Holding History

Cambridge Investment Research Advisors’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 		$16M Buy
25,987
+1,118
+4% +$526K 0.04% 469
2026
Q1 		$9.8M Buy
24,869
+620
+3% +$226K 0.03% 627
2025
Q4 		$7.63M Buy
24,249
+268
+1% +$80.6K 0.02% 708
2025
Q3 		$5.89M Buy
23,981
+208
+0.9% +$53.2K 0.02% 820
2025
Q2 		$6.57M Buy
23,773
+4,440
+23% +$968K 0.02% 713
2025
Q1 		$3.5M Sell
19,333
-255
-1% -$49.2K 0.01% 995
2024
Q4 		$3.32M Buy
19,588
+8,395
+75% +$1.44M 0.01% 1028
2024
Q3 		$1.79M Buy
11,193
+863
+8% +$117K 0.01% 1434
2024
Q2 		$1.13M Sell
10,330
-608
-6% -$58.4K ﹤0.01% 1676
2024
Q1 		$781K Sell
10,938
-14
-0.1% -$916 ﹤0.01% 1902
2023
Q4 		$775K Buy
10,952
+6,726
+159% +$452K ﹤0.01% 1823
2023
Q3 		$284K Buy
+4,226
New +$256K ﹤0.01% 2533

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors's CRS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Carpenter Technology (CRS) stake by 4.5% in Q2 2026, buying an estimated $526K and bringing the position to 25,987 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #469.

Cambridge Investment Research Advisors first reported a position in CRS in Q3 2023 and has held it in 12 quarters since. 209 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Cambridge Investment Research Advisors held 25,987 shares of Carpenter Technology worth $16M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,118 Carpenter Technology shares in Q2 2026, an estimated $526K.
  • Carpenter Technology made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #469 holding.
  • Cambridge Investment Research Advisors first reported a position in Carpenter Technology in Q3 2023 and has held it in 12 quarters since.
  • 209 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.