Mercer Global Advisors
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Mercer Global Advisors’s Carpenter Technology CRS Stock Holding History

Mercer Global 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 		$5.26M Buy
13,340
+7,213
+118% +$2.63M 0.01% 740
2025
Q4 		$1.93M Buy
6,127
+1,139
+23% +$343K ﹤0.01% 1121
2025
Q3 		$1.22M Buy
4,988
+1,994
+67% +$510K ﹤0.01% 1272
2025
Q2 		$827K Buy
+2,994
New +$653K ﹤0.01% 1312
2025
Q1 		– Sell
-1,250
Closed -$212K – 2174
2024
Q4 		$212K Buy
+1,250
New +$214K ﹤0.01% 1943

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

Mercer Global Advisors's CRS Position: Q1 2026 in Review

Mercer Global Advisors increased its Carpenter Technology (CRS) stake by 118% in Q1 2026, buying an estimated $2.63M and bringing the position to 13,340 shares worth $5.26M. The position accounts for 0.01% of the portfolio, ranked #740.

Mercer Global Advisors first reported a position in CRS in Q4 2024 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Mercer Global Advisors held 13,340 shares of Carpenter Technology worth $5.26M as of Q1 2026.
  • Mercer Global Advisors bought 7,213 Carpenter Technology shares in Q1 2026, an estimated $2.63M.
  • Carpenter Technology made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #740 holding.
  • Mercer Global Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.