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

Capital Group 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 		$3.33M Sell
45,339
-4,570
-9% -$299K 0.5% 49
2026
Q1 		$2.81M Sell
49,909
-1,183
-2% -$70K 0.48% 53
2025
Q4 		$2.7M Sell
51,092
-48,265
-49% -$2.68M 0.44% 59
2025
Q3 		$5.93M Sell
99,357
-397
-0.4% -$27K 0.99% 29
2025
Q2 		$7.3M Buy
99,754
+2,476
+3% +$168K 1.3% 19
2025
Q1 		$6.17M Sell
97,278
-8,670
-8% -$576K 1.26% 21
2024
Q4 		$7.23M Sell
105,948
-6,588
-6% -$497K 1.37% 17
2024
Q3 		$9.06M Sell
112,536
-745
-0.7% -$51.9K 1.82% 9
2024
Q2 		$7.15M Sell
113,281
-23,054
-17% -$1.42M 1.54% 16
2024
Q1 		$7.93M Sell
136,335
-66,310
-33% -$3.73M 1.42% 13
2023
Q4 		$11.6M Sell
202,645
-152,375
-43% -$8.06M 1.22% 19
2023
Q3 		$19.6M Sell
355,020
-82,239
-19% -$4.53M 1.28% 21
2023
Q2 		$21.7M Buy
437,259
+2,798
+0.6% +$123K 1.08% 28
2023
Q1 		$19.9M Sell
434,461
-194,324
-31% -$8.7M 1.06% 32
2022
Q4 		$25.9M Buy
+628,785
New +$25.5M 1% 39

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Capital Group Investment Management reduced its Carrier Global (CARR) stake by 9.2% in Q2 2026, selling an estimated $299K and leaving 45,339 shares worth $3.33M. The position accounts for 0.5% of the portfolio, ranked #49.

Capital Group Investment Management first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.9M in Q4 2022. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Capital Group Investment Management held 45,339 shares of Carrier Global worth $3.33M as of Q2 2026.
  • Capital Group Investment Management sold 4,570 Carrier Global shares in Q2 2026, an estimated $299K.
  • Carrier Global made up 0.5% of Capital Group Investment Management's portfolio in Q2 2026, its #49 holding.
  • Capital Group Investment Management first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Investment Management's Carrier Global position peaked at $25.9M in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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