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 Q3	$551K	Sell	1,416 -371	-21%	-$189K	0.01%	656
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Pinnacle Associates's CRS Position: Q3 2026 in Review

Pinnacle Associates reduced its Carpenter Technology (CRS) stake by 21% in Q3 2026, selling an estimated $189K and leaving 1,416 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #656.

Pinnacle Associates first reported a position in CRS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2026. 450 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

Pinnacle Associates held 1,416 shares of Carpenter Technology worth $551K as of Q3 2026.
Pinnacle Associates sold 371 Carpenter Technology shares in Q3 2026, an estimated $189K.
Carpenter Technology made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #656 holding.
Pinnacle Associates first reported a position in Carpenter Technology in Q1 2025 and has held it in 7 quarters since.
Pinnacle Associates's Carpenter Technology position peaked at $1.1M in Q2 2026.
450 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.