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Cardinal Point Capital Management’s Carrier Global CARR Stock Holding History

Cardinal Point Capital 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 		$245K Buy
+3,340
New +$218K 0.01% 265
2026
Q1 		– Sell
-5,540
Closed -$293K – 288
2025
Q4 		$293K Sell
5,540
-1,820
-25% -$101K 0.02% 206
2025
Q3 		$439K Buy
7,360
+800
+12% +$54.3K 0.03% 167
2025
Q2 		$480K Buy
+6,560
New +$445K 0.04% 151

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

Cardinal Point Capital Management's CARR Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Carrier Global (CARR) in Q2 2026: 3,340 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Cardinal Point Capital Management previously reported a position in CARR as recently as Q4 2025.

Cardinal Point Capital Management first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $480K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cardinal Point Capital Management held 3,340 shares of Carrier Global worth $245K as of Q2 2026.
  • Carrier Global was a new Cardinal Point Capital Management position in Q2 2026.
  • Carrier Global made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #265 holding.
  • Cardinal Point Capital Management first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • Cardinal Point Capital Management's Carrier Global position peaked at $480K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.