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Congress Asset Management’s Carpenter Technology CRS Stock Holding History

Congress Asset Management’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 		$32M Buy
82,280
+1,501
+2% +$763K 0.21% 122
2026
Q2 		$49.8M Sell
80,779
-2,159
-3% -$1.02M 0.31% 103
2026
Q1 		$32.7M Buy
+82,938
New +$30.2M 0.23% 113

Other funds holding CRS

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Congress Asset Management's CRS Position: Q3 2026 in Review

Congress Asset Management increased its Carpenter Technology (CRS) stake by 1.9% in Q3 2026, buying an estimated $763K and bringing the position to 82,280 shares worth $32M. The position accounts for 0.21% of the portfolio, ranked #122.

Congress Asset Management first reported a position in CRS in Q1 2026 and has held it in 3 quarters since. The position peaked at $49.8M in Q2 2026. 22 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Congress Asset Management held 82,280 shares of Carpenter Technology worth $32M as of Q3 2026.
  • Congress Asset Management bought 1,501 Carpenter Technology shares in Q3 2026, an estimated $763K.
  • Carpenter Technology made up 0.21% of Congress Asset Management's portfolio in Q3 2026, its #122 holding.
  • Congress Asset Management first reported a position in Carpenter Technology in Q1 2026 and has held it in 3 quarters since.
  • Congress Asset Management's Carpenter Technology position peaked at $49.8M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.