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Ameritas Investment Partners’s Carrier Global CARR Stock Holding History

Ameritas Investment 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 		$507K Sell
6,914
-334
-5% -$21.8K 0.01% 905
2026
Q1 		$408K Buy
7,248
+162
+2% +$9.59K 0.01% 910
2025
Q4 		$374K Sell
7,086
-206
-3% -$11.5K 0.01% 916
2025
Q3 		$435K Sell
7,292
-233
-3% -$15.8K 0.01% 872
2025
Q2 		$551K Sell
7,525
-169
-2% -$11.5K 0.02% 810
2025
Q1 		$488K Sell
7,694
-436
-5% -$29K 0.02% 828
2024
Q4 		$555K Sell
8,130
-374
-4% -$28.2K 0.02% 795
2024
Q3 		$684K Sell
8,504
-314
-4% -$21.9K 0.02% 736
2024
Q2 		$556K Sell
8,818
-219
-2% -$13.4K 0.02% 773
2024
Q1 		$525K Sell
9,037
-287
-3% -$16.1K 0.02% 797
2023
Q4 		$536K Sell
9,324
-578
-6% -$30.6K 0.02% 779
2023
Q3 		$547K Hold
9,902
– – 0.02% 743
2023
Q2 		$492K Sell
9,902
-455
-4% -$20K 0.02% 768
2023
Q1 		$474K Hold
10,357
– – 0.02% 772
2022
Q4 		$448K Hold
10,357
– – 0.02% 808
2022
Q3 		$368K Sell
10,357
-607
-6% -$23.9K 0.02% 829
2022
Q2 		$390K Hold
10,964
– – 0.02% 819
2022
Q1 		$503K Sell
10,964
-447
-4% -$21.1K 0.02% 800
2021
Q4 		$618K Sell
11,411
-324
-3% -$17.5K 0.02% 760
2021
Q3 		$607K Buy
11,735
+376
+3% +$20.2K 0.02% 742
2021
Q2 		$552K Sell
11,359
-10,900
-49% -$487K 0.02% 766
2021
Q1 		$890K Sell
22,259
-649
-3% -$25.2K 0.03% 638
2020
Q4 		$863K Sell
22,908
-2,750
-11% -$99.5K 0.04% 607
2020
Q3 		$783K Sell
25,658
-807
-3% -$22.8K 0.04% 563
2020
Q2 		$587K Buy
+26,465
New +$492K 0.03% 665

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

Ameritas Investment Partners's CARR Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Carrier Global (CARR) stake by 4.6% in Q2 2026, selling an estimated $21.8K and leaving 6,914 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #905.

Ameritas Investment Partners first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $890K in Q1 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ameritas Investment Partners held 6,914 shares of Carrier Global worth $507K as of Q2 2026.
  • Ameritas Investment Partners sold 334 Carrier Global shares in Q2 2026, an estimated $21.8K.
  • Carrier Global made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #905 holding.
  • Ameritas Investment Partners first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Ameritas Investment Partners's Carrier Global position peaked at $890K in Q1 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.