Vanguard Personalized Indexing Management’s Carpenter Technology CRS Stock Holding History

Vanguard Personalized Indexing 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	$2.83M	Buy	4,581 +425	+10%	+$200K	0.02%	525
2026 Q1	$1.64M	Sell	4,156 -60	-1%	-$21.9K	0.02%	690
2025 Q4	$1.33M	Buy	4,216 +301	+8%	+$90.5K	0.01%	784
2025 Q3	$962K	Sell	3,915 -843	-18%	-$216K	0.01%	925
2025 Q2	$1.32M	Buy	4,758 +1,232	+35%	+$269K	0.01%	739
2025 Q1	$639K	Buy	3,526 +413	+13%	+$79.6K	0.01%	1003
2024 Q4	$528K	Buy	3,113 +247	+9%	+$42.4K	0.01%	1085
2024 Q3	$457K	Buy	2,866 +202	+8%	+$27.4K	0.01%	1132
2024 Q2	$292K	Sell	2,664 -424	-14%	-$40.7K	0.01%	1285
2024 Q1	$221K	Buy	3,088 +39	+1%	+$2.55K	﹤0.01%	1408
2023 Q4	$216K	Buy	+3,049	New	+$205K	0.01%	1381

Other funds holding CRS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Personalized Indexing Management's CRS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Carpenter Technology (CRS) stake by 10% in Q2 2026, buying an estimated $200K and bringing the position to 4,581 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #525.

Vanguard Personalized Indexing Management first reported a position in CRS in Q4 2023 and has held it in 11 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Vanguard Personalized Indexing Management held 4,581 shares of Carpenter Technology worth $2.83M as of Q2 2026.
Vanguard Personalized Indexing Management bought 425 Carpenter Technology shares in Q2 2026, an estimated $200K.
Carpenter Technology made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #525 holding.
Vanguard Personalized Indexing Management first reported a position in Carpenter Technology in Q4 2023 and has held it in 11 quarters since.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.