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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors's CRS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Carpenter Technology (CRS) stake by 2.6% in Q1 2026, buying an estimated $226K and bringing the position to 24,869 shares worth $9.8M. The position accounts for 0.03% of the portfolio, ranked #627.

Cambridge Investment Research Advisors first reported a position in CRS in Q3 2023 and has held it in 11 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Cambridge Investment Research Advisors held 24,869 shares of Carpenter Technology worth $9.8M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 620 Carpenter Technology shares in Q1 2026, an estimated $226K.
  • Carpenter Technology made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #627 holding.
  • Cambridge Investment Research Advisors first reported a position in Carpenter Technology in Q3 2023 and has held it in 11 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.