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Principal Securities’s Carpenter Technology CRS Stock Holding History

Principal Securities’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 		$254K Buy
+644
New +$235K ﹤0.01% 1286
2025
Q4 		– Sell
-184
Closed -$45.2K – 1782
2025
Q3 		$45.2K Sell
184
-18
-9% -$4.6K ﹤0.01% 1996
2025
Q2 		$55.8K Sell
202
-37
-15% -$8.07K ﹤0.01% 1812
2025
Q1 		$40.6K Hold
239
– – ﹤0.01% 1842
2024
Q4 		$40.6K Hold
239
– – ﹤0.01% 1839
2024
Q3 		$38.1K Sell
239
-34
-12% -$4.6K ﹤0.01% 1811
2024
Q2 		$29.9K Sell
273
-39
-13% -$3.75K ﹤0.01% 1859
2024
Q1 		$22.3K Sell
312
-6
-2% -$393 ﹤0.01% 1949
2023
Q4 		$22.5K Buy
+318
New +$21.4K ﹤0.01% 1864

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

Principal Securities's CRS Position: Q1 2026 in Review

Principal Securities opened a new position in Carpenter Technology (CRS) in Q1 2026: 644 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: Principal Securities previously reported a position in CRS as recently as Q3 2025.

Principal Securities first reported a position in CRS in Q4 2023 and has held it in 9 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Principal Securities held 644 shares of Carpenter Technology worth $254K as of Q1 2026.
  • Carpenter Technology was a new Principal Securities position in Q1 2026.
  • Carpenter Technology made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1286 holding.
  • Principal Securities first reported a position in Carpenter Technology in Q4 2023 and has held it in 9 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.