Mercer Global Advisors
CRS icon

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
Q2 		$17.8M Buy
28,798
+15,458
+116% +$7.28M 0.02% 390
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mercer Global Advisors's CRS Position: Q2 2026 in Review

Mercer Global Advisors increased its Carpenter Technology (CRS) stake by 116% in Q2 2026, buying an estimated $7.28M and bringing the position to 28,798 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #390.

Mercer Global Advisors first reported a position in CRS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Mercer Global Advisors held 28,798 shares of Carpenter Technology worth $17.8M as of Q2 2026.
  • Mercer Global Advisors bought 15,458 Carpenter Technology shares in Q2 2026, an estimated $7.28M.
  • Carpenter Technology made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #390 holding.
  • Mercer Global Advisors first reported a position in Carpenter Technology in Q4 2024 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.