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Atria Investments’s Carrier Global CARR Stock Holding History

Atria Investments’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 		$5.32M Sell
72,514
-13,744
-16% -$898K 0.05% 374
2026
Q1 		$4.86M Buy
86,258
+37,580
+77% +$2.22M 0.05% 379
2025
Q4 		$2.57M Buy
48,678
+4,316
+10% +$240K 0.03% 616
2025
Q3 		$2.65M Buy
44,362
+442
+1% +$30K 0.03% 610
2025
Q2 		$3.21M Buy
43,920
+1,751
+4% +$119K 0.04% 542
2025
Q1 		$2.67M Buy
42,169
+1,620
+4% +$108K 0.03% 590
2024
Q4 		$2.77M Sell
40,549
-415
-1% -$31.3K 0.03% 556
2024
Q3 		$3.3M Sell
40,964
-1,549
-4% -$108K 0.04% 489
2024
Q2 		$2.68M Sell
42,513
-16,173
-28% -$993K 0.03% 541
2024
Q1 		$3.41M Buy
58,686
+17,238
+42% +$968K 0.05% 454
2023
Q4 		$2.38M Sell
41,448
-3,404
-8% -$180K 0.04% 532
2023
Q3 		$2.48M Buy
44,852
+2,073
+5% +$114K 0.04% 492
2023
Q2 		$2.13M Sell
42,779
-1,537
-3% -$67.6K 0.04% 528
2023
Q1 		$2.03M Sell
44,316
-1,116
-2% -$50K 0.04% 532
2022
Q4 		$1.87M Buy
45,432
+1,284
+3% +$52.1K 0.04% 537
2022
Q3 		$1.57M Buy
44,148
+4,212
+11% +$166K 0.03% 565
2022
Q2 		$1.42M Buy
39,936
+418
+1% +$16.4K 0.03% 616
2022
Q1 		$1.81M Sell
39,518
-15,725
-28% -$741K 0.03% 613
2021
Q4 		$3M Sell
55,243
-5,309
-9% -$287K 0.05% 410
2021
Q3 		$3.13M Buy
60,552
+3,179
+6% +$171K 0.06% 375
2021
Q2 		$2.79M Buy
+57,373
New +$2.56M 0.05% 395

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 $3.38T AUM 44.17% 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

Atria Investments's CARR Position: Q2 2026 in Review

Atria Investments reduced its Carrier Global (CARR) stake by 16% in Q2 2026, selling an estimated $898K and leaving 72,514 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #374.

Atria Investments first reported a position in CARR in Q2 2021 and has held it in 21 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Atria Investments held 72,514 shares of Carrier Global worth $5.32M as of Q2 2026.
  • Atria Investments sold 13,744 Carrier Global shares in Q2 2026, an estimated $898K.
  • Carrier Global made up 0.05% of Atria Investments's portfolio in Q2 2026, its #374 holding.
  • Atria Investments first reported a position in Carrier Global in Q2 2021 and has held it in 21 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.