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Montag & Associates’s Carpenter Technology CRS Stock Holding History

Montag & Associates’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 		$1.25K Buy
+2
New +$942 ﹤0.01% 912

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

Montag & Associates's CRS Position: Q2 2026 in Review

Montag & Associates opened a new position in Carpenter Technology (CRS) in Q2 2026: 2 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Montag & Associates held 2 shares of Carpenter Technology worth $1.25K as of Q2 2026.
  • Carpenter Technology was a new Montag & Associates position in Q2 2026.
  • Carpenter Technology made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #912 holding.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.