Storgate’s Carpenter Technology CRS Stock Holding History

Storgate’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	$1.44M	Buy	3,664 +192	+6%	+$69.9K	1.13%	7
2025 Q4	$1.09M	Buy	+3,472	New	+$1.04M	0.9%	12

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Storgate's CRS Position: Q1 2026 in Review

Storgate increased its Carpenter Technology (CRS) stake by 5.5% in Q1 2026, buying an estimated $69.9K and bringing the position to 3,664 shares worth $1.44M. The position accounts for 1.13% of the portfolio, ranked #7.

Storgate first reported a position in CRS in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

Storgate held 3,664 shares of Carpenter Technology worth $1.44M as of Q1 2026.
Storgate bought 192 Carpenter Technology shares in Q1 2026, an estimated $69.9K.
Carpenter Technology made up 1.13% of Storgate's portfolio in Q1 2026, its #7 holding.
Storgate first reported a position in Carpenter Technology in Q4 2025 and has held it in 2 quarters since.
696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Storgate's 13F filing for Q1 2026, filed 6 May 2026.