UBS Group’s Carpenter Technology CRS Stock Holding History

UBS Group’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
2018 Q1	–	Sell	-7,342	Closed	-$374K	–	7857
2017 Q4	$374K	Buy	+7,342	New	+$364K	﹤0.01%	4497

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 $10.4B AUM 25.66% 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

UBS Group's CRS Position: Q1 2026 in Review

UBS Group reduced its Carpenter Technology (CRS) stake by 11% in Q1 2026, selling an estimated $24.6M and leaving 538,916 shares worth $212M. The position accounts for 0.03% of the portfolio, ranked #590.

UBS Group first reported a position in CRS in Q4 2014 and has held it in 46 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

UBS Group held 538,916 shares of Carpenter Technology worth $212M as of Q1 2026.
UBS Group sold 67,585 Carpenter Technology shares in Q1 2026, an estimated $24.6M.
Carpenter Technology made up 0.03% of UBS Group's portfolio in Q1 2026, its #590 holding.
UBS Group first reported a position in Carpenter Technology in Q4 2014 and has held it in 46 quarters since.
696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.