PCA
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Pallas Capital Advisors’s Carpenter Technology CRS Stock Holding History

Pallas Capital 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 		$1.7M Buy
2,764
+1,528
+124% +$719K 0.05% 239
2026
Q1 		$487K Buy
1,236
+337
+37% +$123K 0.02% 519
2025
Q4 		$283K Buy
899
+45
+5% +$13.5K 0.01% 705
2025
Q3 		$210K Buy
854
+2
+0.2% +$511 0.01% 772
2025
Q2 		$235K Buy
+852
New +$186K 0.01% 721

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's CRS Position: Q2 2026 in Review

Pallas Capital Advisors increased its Carpenter Technology (CRS) stake by 124% in Q2 2026, buying an estimated $719K and bringing the position to 2,764 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #239.

Pallas Capital Advisors first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 880 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Pallas Capital Advisors held 2,764 shares of Carpenter Technology worth $1.7M as of Q2 2026.
  • Pallas Capital Advisors bought 1,528 Carpenter Technology shares in Q2 2026, an estimated $719K.
  • Carpenter Technology made up 0.05% of Pallas Capital Advisors's portfolio in Q2 2026, its #239 holding.
  • Pallas Capital Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
  • 880 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.