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Athena Investment Management’s Carrier Global CARR Stock Holding History

Athena Investment Management’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 		$373K Sell
5,092
-1,572
-24% -$103K 0.22% 92
2026
Q1 		$375K Hold
6,664
– – 0.19% 106
2025
Q4 		$352K Hold
6,664
– – 0.18% 110
2025
Q3 		$398K Hold
6,664
– – 0.21% 104
2025
Q2 		$488K Hold
6,664
– – 0.27% 89
2025
Q1 		$422K Sell
6,664
-50
-0.7% -$3.32K 0.26% 90
2024
Q4 		$458K Hold
6,714
– – 0.27% 88
2024
Q3 		$540K Hold
6,714
– – 0.31% 77
2024
Q2 		$424K Sell
6,714
-4
-0.1% -$246 0.26% 91
2024
Q1 		$391K Hold
6,718
– – 0.23% 101
2023
Q4 		$386K Hold
6,718
– – 0.25% 93
2023
Q3 		$371K Hold
6,718
– – 0.27% 92
2023
Q2 		$334K Hold
6,718
– – 0.23% 100
2023
Q1 		$307K Hold
6,718
– – 0.22% 107
2022
Q4 		$277K Buy
6,718
+78
+1% +$3.17K 0.2% 112
2022
Q3 		$236K Sell
6,640
-78
-1% -$3.07K 0.2% 115
2022
Q2 		$240K Hold
6,718
– – 0.19% 116
2022
Q1 		$310K Buy
+6,718
New +$316K 0.24% 89

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

Athena Investment Management's CARR Position: Q2 2026 in Review

Athena Investment Management reduced its Carrier Global (CARR) stake by 24% in Q2 2026, selling an estimated $103K and leaving 5,092 shares worth $373K. The position accounts for 0.22% of the portfolio, ranked #92.

Athena Investment Management first reported a position in CARR in Q1 2022 and has held it in 18 quarters since. The position peaked at $540K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Athena Investment Management held 5,092 shares of Carrier Global worth $373K as of Q2 2026.
  • Athena Investment Management sold 1,572 Carrier Global shares in Q2 2026, an estimated $103K.
  • Carrier Global made up 0.22% of Athena Investment Management's portfolio in Q2 2026, its #92 holding.
  • Athena Investment Management first reported a position in Carrier Global in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Carrier Global position peaked at $540K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.