Polen Capital Management
CRS icon

Polen Capital Management’s Carpenter Technology CRS Stock Holding History

Polen Capital Management’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 		$4.17M Sell
6,756
-5,675
-46% -$2.67M 0.04% 72
2026
Q1 		$4.9M Buy
12,431
+6,369
+105% +$2.32M 0.03% 63
2025
Q4 		$1.91M Sell
6,062
-25
-0.4% -$7.52K 0.01% 97
2025
Q3 		$1.49M Sell
6,087
-3,388
-36% -$866K ﹤0.01% 114
2025
Q2 		$2.62M Buy
+9,475
New +$2.07M 0.01% 64

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

Polen Capital Management's CRS Position: Q2 2026 in Review

Polen Capital Management reduced its Carpenter Technology (CRS) stake by 46% in Q2 2026, selling an estimated $2.67M and leaving 6,756 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #72.

Polen Capital Management first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.9M in Q1 2026. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Polen Capital Management held 6,756 shares of Carpenter Technology worth $4.17M as of Q2 2026.
  • Polen Capital Management sold 5,675 Carpenter Technology shares in Q2 2026, an estimated $2.67M.
  • Carpenter Technology made up 0.04% of Polen Capital Management's portfolio in Q2 2026, its #72 holding.
  • Polen Capital Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Carpenter Technology position peaked at $4.9M in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.