7WCP
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71 West Capital Partners’s Carrier Global CARR Stock Holding History

71 West Capital Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
6,128
+1,622
+36% +$106K 0.02% 243
2026
Q1 		$254K Buy
+4,506
New +$267K 0.01% 279

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

71 West Capital Partners's CARR Position: Q2 2026 in Review

71 West Capital Partners increased its Carrier Global (CARR) stake by 36% in Q2 2026, buying an estimated $106K and bringing the position to 6,128 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #243.

71 West Capital Partners first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • 71 West Capital Partners held 6,128 shares of Carrier Global worth $449K as of Q2 2026.
  • 71 West Capital Partners bought 1,622 Carrier Global shares in Q2 2026, an estimated $106K.
  • Carrier Global made up 0.02% of 71 West Capital Partners's portfolio in Q2 2026, its #243 holding.
  • 71 West Capital Partners first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.