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Pinnacle Wealth Planning Services’s Carpenter Technology CRS Stock Holding History

Pinnacle Wealth Planning Services’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 		$99.9K Sell
162
-20
-11% -$9.42K 0.01% 867
2026
Q1 		$71.7K Sell
182
-12
-6% -$4.37K 0.01% 1000
2025
Q4 		$61.1K Buy
+194
New +$58.4K 0.01% 1063
2021
Q1 		– Sell
-24
Closed -$1K – 711
2020
Q4 		$1K Buy
+24
New +$556 ﹤0.01% 2092

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 Wealth Planning Services's CRS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Carpenter Technology (CRS) stake by 11% in Q2 2026, selling an estimated $9.42K and leaving 162 shares worth $99.9K. The position accounts for 0.01% of the portfolio, ranked #867.

Pinnacle Wealth Planning Services first reported a position in CRS in Q4 2020 and has held it in 4 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 162 shares of Carpenter Technology worth $99.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 20 Carpenter Technology shares in Q2 2026, an estimated $9.42K.
  • Carpenter Technology made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #867 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carpenter Technology in Q4 2020 and has held it in 4 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.