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Azimuth Capital Investment Management’s Carrier Global CARR Stock Holding History

Azimuth Capital 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 		$414K Sell
5,645
-383
-6% -$25K 0.01% 263
2026
Q1 		$339K Sell
6,028
-100
-2% -$5.92K 0.01% 260
2025
Q4 		$324K Hold
6,128
– – 0.01% 267
2025
Q3 		$366K Sell
6,128
-78
-1% -$5.3K 0.01% 257
2025
Q2 		$454K Sell
6,206
-100
-2% -$6.79K 0.02% 250
2025
Q1 		$400K Sell
6,306
-728
-10% -$48.4K 0.02% 252
2024
Q4 		$480K Hold
7,034
– – 0.02% 248
2024
Q3 		$566K Sell
7,034
-116
-2% -$8.08K 0.02% 238
2024
Q2 		$451K Sell
7,150
-100
-1% -$6.14K 0.02% 251
2024
Q1 		$421K Sell
7,250
-130
-2% -$7.3K 0.02% 250
2023
Q4 		$424K Buy
7,380
+85
+1% +$4.5K 0.02% 247
2023
Q3 		$403K Sell
7,295
-20
-0.3% -$1.1K 0.02% 249
2023
Q2 		$364K Sell
7,315
-50
-0.7% -$2.2K 0.02% 259
2023
Q1 		$337K Sell
7,365
-374
-5% -$16.7K 0.02% 266
2022
Q4 		$319K Sell
7,739
-321
-4% -$13K 0.02% 274
2022
Q3 		$287K Sell
8,060
-400
-5% -$15.8K 0.02% 275
2022
Q2 		$302K Buy
+8,460
New +$332K 0.02% 280

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

Azimuth Capital Investment Management's CARR Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Carrier Global (CARR) stake by 6.4% in Q2 2026, selling an estimated $25K and leaving 5,645 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #263.

Azimuth Capital Investment Management first reported a position in CARR in Q2 2022 and has held it in 17 quarters since. The position peaked at $566K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Azimuth Capital Investment Management held 5,645 shares of Carrier Global worth $414K as of Q2 2026.
  • Azimuth Capital Investment Management sold 383 Carrier Global shares in Q2 2026, an estimated $25K.
  • Carrier Global made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #263 holding.
  • Azimuth Capital Investment Management first reported a position in Carrier Global in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Carrier Global position peaked at $566K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.