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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
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 $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 $9.01B AUM 30.26% 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 Wealth Planning Services's CRS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Carpenter Technology (CRS) stake by 6.2% in Q1 2026, selling an estimated $4.37K and leaving 182 shares worth $71.7K. The position accounts for 0.01% of the portfolio, ranked #1000.

Pinnacle Wealth Planning Services first reported a position in CRS in Q4 2020 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 182 shares of Carpenter Technology worth $71.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 12 Carpenter Technology shares in Q1 2026, an estimated $4.37K.
  • Carpenter Technology made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1000 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carpenter Technology in Q4 2020 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.