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
2026 Q2	$1.51M	Buy	+2,450	New	+$1.15M	0.02%	592
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's CRS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Carpenter Technology (CRS) in Q2 2026: 2,450 shares worth $1.51M. The stake represents 0.02% of the portfolio and ranks #592 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CRS as recently as Q4 2025.

Global Retirement Partners first reported a position in CRS in Q1 2022 and has held it in 16 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Global Retirement Partners held 2,450 shares of Carpenter Technology worth $1.51M as of Q2 2026.
Carpenter Technology was a new Global Retirement Partners position in Q2 2026.
Carpenter Technology made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #592 holding.
Global Retirement Partners first reported a position in Carpenter Technology in Q1 2022 and has held it in 16 quarters since.
878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.