Alta Advisers’s Carrier Global CARR Stock Holding History

Alta Advisers’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	$225K	Buy	+3,063	New	+$200K	0.05%	201
2025 Q4	–	Sell	-4,463	Closed	-$266K	–	206
2025 Q3	$266K	Hold	4,463	–	–	0.08%	196
2025 Q2	$327K	Hold	4,463	–	–	0.12%	159
2025 Q1	$283K	Buy	+4,463	New	+$297K	0.12%	163
2024 Q4	–	Sell	-2,600	Closed	-$209K	–	188
2024 Q3	$209K	Hold	2,600	–	–	0.1%	136
2024 Q2	$164K	Hold	2,600	–	–	0.08%	159
2024 Q1	$151K	Hold	2,600	–	–	0.07%	175
2023 Q4	$149K	Hold	2,600	–	–	0.08%	163
2023 Q3	$144K	Hold	2,600	–	–	0.08%	147
2023 Q2	$129K	Hold	2,600	–	–	0.07%	180
2023 Q1	$119K	Hold	2,600	–	–	0.07%	186
2022 Q4	$107K	Hold	2,600	–	–	0.06%	203
2022 Q3	$92K	Buy	+2,600	New	+$102K	0.06%	219

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alta Advisers's CARR Position: Q2 2026 in Review

Alta Advisers opened a new position in Carrier Global (CARR) in Q2 2026: 3,063 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings. This is a return to the name: Alta Advisers previously reported a position in CARR as recently as Q3 2025.

Alta Advisers first reported a position in CARR in Q3 2022 and has held it in 13 quarters since. The position peaked at $327K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Alta Advisers held 3,063 shares of Carrier Global worth $225K as of Q2 2026.
Carrier Global was a new Alta Advisers position in Q2 2026.
Carrier Global made up 0.05% of Alta Advisers's portfolio in Q2 2026, its #201 holding.
Alta Advisers first reported a position in Carrier Global in Q3 2022 and has held it in 13 quarters since.
Alta Advisers's Carrier Global position peaked at $327K in Q2 2025.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.