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Catalyst Funds Management’s Carrier Global CARR Stock Holding History

Catalyst Funds 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 		$535K Buy
7,300
+1,780
+32% +$116K 0.03% 381
2026
Q1 		$311K Buy
+5,520
New +$327K 0.05% 344
2025
Q2 		– Sell
-15,120
Closed -$959K – 470
2025
Q1 		$959K Buy
+15,120
New +$1M 0.25% 114
2024
Q4 		– Sell
-3,300
Closed -$266K – 471
2024
Q3 		$266K Buy
+3,300
New +$230K 0.06% 225

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

Catalyst Funds Management's CARR Position: Q2 2026 in Review

Catalyst Funds Management increased its Carrier Global (CARR) stake by 32% in Q2 2026, buying an estimated $116K and bringing the position to 7,300 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #381.

Catalyst Funds Management first reported a position in CARR in Q3 2024 and has held it in 4 quarters since. The position peaked at $959K in Q1 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Catalyst Funds Management held 7,300 shares of Carrier Global worth $535K as of Q2 2026.
  • Catalyst Funds Management bought 1,780 Carrier Global shares in Q2 2026, an estimated $116K.
  • Carrier Global made up 0.03% of Catalyst Funds Management's portfolio in Q2 2026, its #381 holding.
  • Catalyst Funds Management first reported a position in Carrier Global in Q3 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Carrier Global position peaked at $959K in Q1 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.