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Pinnacle Associates’s Carpenter Technology CRS Stock Holding History

Pinnacle 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 		$1.1M Buy
1,787
+365
+26% +$172K 0.01% 513
2026
Q1 		$560K Sell
1,422
-18
-1% -$6.56K 0.01% 638
2025
Q4 		$453K Sell
1,440
-322
-18% -$96.9K 0.01% 676
2025
Q3 		$433K Sell
1,762
-22
-1% -$5.63K 0.01% 671
2025
Q2 		$493K Sell
1,784
-593
-25% -$129K 0.01% 633
2025
Q1 		$431K Buy
+2,377
New +$458K 0.01% 642

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

Pinnacle Associates's CRS Position: Q2 2026 in Review

Pinnacle Associates increased its Carpenter Technology (CRS) stake by 26% in Q2 2026, buying an estimated $172K and bringing the position to 1,787 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #513.

Pinnacle Associates first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Pinnacle Associates held 1,787 shares of Carpenter Technology worth $1.1M as of Q2 2026.
  • Pinnacle Associates bought 365 Carpenter Technology shares in Q2 2026, an estimated $172K.
  • Carpenter Technology made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #513 holding.
  • Pinnacle Associates first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.