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Wellington Group’s Carpenter Technology CRS Stock Holding History

Wellington 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
2026
Q2 		$1.27M Buy
2,066
+552
+36% +$260K 0.34% 52
2026
Q1 		$597K Buy
+1,514
New +$551K 0.18% 81

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Group's CRS Position: Q2 2026 in Review

Wellington Group increased its Carpenter Technology (CRS) stake by 36% in Q2 2026, buying an estimated $260K and bringing the position to 2,066 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #52.

Wellington Group first reported a position in CRS in Q1 2026 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wellington Group held 2,066 shares of Carpenter Technology worth $1.27M as of Q2 2026.
  • Wellington Group bought 552 Carpenter Technology shares in Q2 2026, an estimated $260K.
  • Carpenter Technology made up 0.34% of Wellington Group's portfolio in Q2 2026, its #52 holding.
  • Wellington Group first reported a position in Carpenter Technology in Q1 2026 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.