Clean Yield Group’s Carrier Global CARR Stock Holding History

Clean Yield Group’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	$144K	Hold	1,962	–	–	0.04%	172
2026 Q1	$110K	Hold	1,962	–	–	0.03%	174
2025 Q4	$104K	Hold	1,962	–	–	0.03%	169
2025 Q3	$117K	Hold	1,962	–	–	0.03%	159
2025 Q2	$144K	Sell	1,962 -12	-0.6%	-$814	0.04%	147
2025 Q1	$125K	Hold	1,974	–	–	0.04%	154
2024 Q4	$135K	Hold	1,974	–	–	0.04%	154
2024 Q3	$159K	Buy	1,974 +12	+0.6%	+$836	0.05%	143
2024 Q2	$124K	Hold	1,962	–	–	0.05%	155
2024 Q1	$114K	Sell	1,962 -262	-12%	-$14.7K	0.04%	165
2023 Q4	$128K	Sell	2,224 -35	-2%	-$1.85K	0.05%	154
2023 Q3	$127K	Hold	2,259	–	–	0.06%	150
2023 Q2	$112K	Hold	2,259	–	–	0.05%	167
2023 Q1	$103K	Hold	2,259	–	–	0.04%	174
2022 Q4	$93.2K	Hold	2,259	–	–	0.04%	181
2022 Q3	$80K	Hold	2,259	–	–	0.04%	192
2022 Q2	$81K	Hold	2,259	–	–	0.03%	200
2022 Q1	$104K	Hold	2,259	–	–	0.04%	195
2021 Q4	$123K	Hold	2,259	–	–	0.04%	193
2021 Q3	$117K	Buy	2,259 +262	+13%	+$14.1K	0.04%	196
2021 Q2	$97K	Buy	+1,997	New	+$89.2K	0.03%	208
2021 Q1	–	Sell	-1,831	Closed	-$69K	–	188
2020 Q4	$69K	Buy	1,831 +131	+8%	+$4.74K	0.02%	221
2020 Q3	$52K	Sell	1,700 -666	-28%	-$18.8K	0.02%	223
2020 Q2	$53K	Buy	+2,366	New	+$44K	0.02%	210

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clean Yield Group's CARR Position: Q2 2026 in Review

Clean Yield Group held its Carrier Global (CARR) position steady in Q2 2026 at 1,962 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #172.

Clean Yield Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $159K in Q3 2024. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Clean Yield Group held 1,962 shares of Carrier Global worth $144K as of Q2 2026.
Clean Yield Group left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.04% of Clean Yield Group's portfolio in Q2 2026, its #172 holding.
Clean Yield Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
Clean Yield Group's Carrier Global position peaked at $159K in Q3 2024.
1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.