Cerity Partners
CRS icon

Cerity Partners’s Carpenter Technology CRS Stock Holding History

Cerity Partners’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 		$8.92M Buy
22,635
+11,378
+101% +$4.14M 0.01% 752
2025
Q4 		$3.54M Buy
11,257
+2,566
+30% +$772K 0.01% 1086
2025
Q3 		$2.13M Buy
8,691
+5,163
+146% +$1.32M ﹤0.01% 1266
2025
Q2 		$975K Buy
3,528
+804
+30% +$175K ﹤0.01% 1530
2025
Q1 		$494K Buy
2,724
+25
+0.9% +$4.82K ﹤0.01% 1761
2024
Q4 		$441K Sell
2,699
-686
-20% -$118K ﹤0.01% 1835
2024
Q3 		$540K Buy
+3,385
New +$458K ﹤0.01% 1739
2023
Q2 		– Sell
-310
Closed -$752K – 1708
2023
Q1 		$752K Buy
+310
New +$14.1K ﹤0.01% 1108

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

Cerity Partners's CRS Position: Q1 2026 in Review

Cerity Partners increased its Carpenter Technology (CRS) stake by 101% in Q1 2026, buying an estimated $4.14M and bringing the position to 22,635 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #752.

Cerity Partners first reported a position in CRS in Q1 2023 and has held it in 8 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Cerity Partners held 22,635 shares of Carpenter Technology worth $8.92M as of Q1 2026.
  • Cerity Partners bought 11,378 Carpenter Technology shares in Q1 2026, an estimated $4.14M.
  • Carpenter Technology made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #752 holding.
  • Cerity Partners first reported a position in Carpenter Technology in Q1 2023 and has held it in 8 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.