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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates's CRS Position: Q1 2026 in Review

Pinnacle Associates reduced its Carpenter Technology (CRS) stake by 1.3% in Q1 2026, selling an estimated $6.56K and leaving 1,422 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #638.

Pinnacle Associates first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Pinnacle Associates held 1,422 shares of Carpenter Technology worth $560K as of Q1 2026.
  • Pinnacle Associates sold 18 Carpenter Technology shares in Q1 2026, an estimated $6.56K.
  • Carpenter Technology made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #638 holding.
  • Pinnacle Associates first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.