CI Investments Inc
CARR icon

CI Investments Inc’s Carrier Global CARR Stock Holding History

CI Investments Inc’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 		$70.8M Buy
965,695
+539,308
+126% +$35.2M 0.23% 84
2026
Q1 		$24M Buy
426,387
+6,037
+1% +$357K 0.12% 158
2025
Q4 		$22.2M Sell
420,350
-44,373
-10% -$2.47M 0.1% 167
2025
Q3 		$27.7M Buy
464,723
+68,483
+17% +$4.65M 0.1% 146
2025
Q2 		$29M Buy
396,240
+4,641
+1% +$315K 0.11% 148
2025
Q1 		$24.8M Sell
391,599
-243,944
-38% -$16.2M 0.1% 147
2024
Q4 		$43.4M Sell
635,543
-20,824
-3% -$1.57M 0.16% 118
2024
Q3 		$52.8M Buy
656,367
+644,071
+5,238% +$44.8M 0.2% 103
2024
Q2 		$776K Sell
12,296
-302
-2% -$18.5K ﹤0.01% 417
2024
Q1 		$732K Buy
12,598
+1,704
+16% +$95.7K ﹤0.01% 429
2023
Q4 		$626K Buy
10,894
+1,298
+14% +$68.7K ﹤0.01% 416
2023
Q3 		$530K Buy
9,596
+288
+3% +$15.8K ﹤0.01% 422
2023
Q2 		$463K Buy
9,308
+201
+2% +$8.84K ﹤0.01% 471
2023
Q1 		$417K Sell
9,107
-357
-4% -$16K ﹤0.01% 470
2022
Q4 		$390K Buy
9,464
+8,330
+735% +$338K ﹤0.01% 484
2022
Q3 		$40K Buy
1,134
+1,030
+990% +$40.6K ﹤0.01% 877
2022
Q2 		$4K Sell
104
-3
-3% -$118 ﹤0.01% 1095
2022
Q1 		$5K Hold
107
– – ﹤0.01% 1126
2021
Q4 		$6K Hold
107
– – ﹤0.01% 1106
2021
Q3 		$6K Buy
+107
New +$5.76K ﹤0.01% 1065

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

CI Investments Inc's CARR Position: Q2 2026 in Review

CI Investments Inc increased its Carrier Global (CARR) stake by 126% in Q2 2026, buying an estimated $35.2M and bringing the position to 965,695 shares worth $70.8M. The position accounts for 0.23% of the portfolio, ranked #84.

CI Investments Inc first reported a position in CARR in Q3 2021 and has held it in 20 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • CI Investments Inc held 965,695 shares of Carrier Global worth $70.8M as of Q2 2026.
  • CI Investments Inc bought 539,308 Carrier Global shares in Q2 2026, an estimated $35.2M.
  • Carrier Global made up 0.23% of CI Investments Inc's portfolio in Q2 2026, its #84 holding.
  • CI Investments Inc first reported a position in Carrier Global in Q3 2021 and has held it in 20 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.