Global Retirement Partners’s Carpenter Technology CRS Stock Holding History

Global Retirement 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
2025 Q4	$472K	Buy	1,500 +963	+179%	+$290K	0.01%	980
2025 Q3	$132K	Buy	537 +449	+510%	+$115K	﹤0.01%	1383
2025 Q2	$24.3K	Buy	+88	New	+$19.2K	﹤0.01%	2186
2024 Q4	$6.28K	Buy	37 +10	+37%	+$1.72K	﹤0.01%	2581
2024 Q3	$4.31K	Hold	27	–	–	﹤0.01%	2627
2024 Q2	$2.96K	Hold	27	–	–	﹤0.01%	2824
2024 Q1	$1.93K	Hold	27	–	–	﹤0.01%	2766
2023 Q4	$1.77K	Hold	27	–	–	﹤0.01%	2719
2023 Q3	$1.76K	Hold	27	–	–	﹤0.01%	2580
2023 Q2	$1.52K	Hold	27	–	–	﹤0.01%	2644
2023 Q1	$1.41K	Hold	27	–	–	﹤0.01%	2618
2022 Q4	$997	Hold	27	–	–	﹤0.01%	2597
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	2413
2022 Q2	$1K	Sell	27 -13	-33%	-$462	﹤0.01%	2387
2022 Q1	$1K	Buy	+40	New	+$1.4K	﹤0.01%	2346

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's CRS Position: Q4 2025 in Review

Global Retirement Partners increased its Carpenter Technology (CRS) stake by 179% in Q4 2025, buying an estimated $290K and bringing the position to 1,500 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #980.

Global Retirement Partners first reported a position in CRS in Q1 2022 and has held it in 15 quarters since. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

Global Retirement Partners held 1,500 shares of Carpenter Technology worth $472K as of Q4 2025.
Global Retirement Partners bought 963 Carpenter Technology shares in Q4 2025, an estimated $290K.
Carpenter Technology made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #980 holding.
Global Retirement Partners first reported a position in Carpenter Technology in Q1 2022 and has held it in 15 quarters since.
626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.