Swiss Life Asset Management’s Carpenter Technology CRS Stock Holding History

Swiss Life Asset 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	$2.43M	Sell	3,939 -185	-4%	-$87.1K	0.01%	563
2026 Q1	$1.63M	Buy	4,124 +686	+20%	+$250K	0.01%	572
2025 Q4	$1.08M	Buy	3,438 +1,146	+50%	+$345K	0.01%	629
2025 Q3	$563K	Buy	2,292 +989	+76%	+$253K	﹤0.01%	688
2025 Q2	$360K	Buy	+1,303	New	+$284K	﹤0.01%	696

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Swiss Life Asset Management's CRS Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Carpenter Technology (CRS) stake by 4.5% in Q2 2026, selling an estimated $87.1K and leaving 3,939 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #563.

Swiss Life Asset Management first reported a position in CRS in Q2 2025 and has held it in 5 quarters since. 602 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Swiss Life Asset Management held 3,939 shares of Carpenter Technology worth $2.43M as of Q2 2026.
Swiss Life Asset Management sold 185 Carpenter Technology shares in Q2 2026, an estimated $87.1K.
Carpenter Technology made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #563 holding.
Swiss Life Asset Management first reported a position in Carpenter Technology in Q2 2025 and has held it in 5 quarters since.
602 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.