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Appleton Partners’s Carrier Global CARR Stock Holding History

Appleton 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 		$399K Sell
5,434
-200
-4% -$13.1K 0.02% 217
2026
Q1 		$317K Buy
+5,634
New +$334K 0.02% 228

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

Appleton Partners's CARR Position: Q2 2026 in Review

Appleton Partners reduced its Carrier Global (CARR) stake by 3.5% in Q2 2026, selling an estimated $13.1K and leaving 5,434 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #217.

Appleton 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.

  • Appleton Partners held 5,434 shares of Carrier Global worth $399K as of Q2 2026.
  • Appleton Partners sold 200 Carrier Global shares in Q2 2026, an estimated $13.1K.
  • Carrier Global made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #217 holding.
  • Appleton 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 Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.