ClearBridge Investments
CARR icon

ClearBridge Investments’s Carrier Global CARR Stock Holding History

ClearBridge Investments’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 		$4.19M Sell
57,100
-20,355
-26% -$1.33M ﹤0.01% 582
2026
Q1 		$4.36M Hold
77,455
– – ﹤0.01% 560
2025
Q4 		$4.09M Sell
77,455
-500
-0.6% -$27.8K ﹤0.01% 589
2025
Q3 		$4.65M Hold
77,955
– – ﹤0.01% 598
2025
Q2 		$5.71M Sell
77,955
-77
-0.1% -$5.22K ﹤0.01% 559
2025
Q1 		$4.95M Buy
78,032
+2,877
+4% +$191K ﹤0.01% 568
2024
Q4 		$5.13M Hold
75,155
– – ﹤0.01% 577
2024
Q3 		$6.05M Sell
75,155
-127
-0.2% -$8.84K ﹤0.01% 567
2024
Q2 		$4.75M Hold
75,282
– – ﹤0.01% 590
2024
Q1 		$4.38M Sell
75,282
-200
-0.3% -$11.2K ﹤0.01% 593
2023
Q4 		$4.34M Hold
75,482
– – ﹤0.01% 593
2023
Q3 		$4.17M Hold
75,482
– – ﹤0.01% 554
2023
Q2 		$3.75M Sell
75,482
-75
-0.1% -$3.3K ﹤0.01% 565
2023
Q1 		$3.46M Sell
75,557
-300
-0.4% -$13.4K ﹤0.01% 569
2022
Q4 		$3.13M Hold
75,857
– – ﹤0.01% 593
2022
Q3 		$2.7M Sell
75,857
-500
-0.7% -$19.7K ﹤0.01% 609
2022
Q2 		$2.72M Sell
76,357
-450
-0.6% -$17.7K ﹤0.01% 619
2022
Q1 		$3.52M Sell
76,807
-1,462
-2% -$68.8K ﹤0.01% 625
2021
Q4 		$4.25M Sell
78,269
-500
-0.6% -$27K ﹤0.01% 623
2021
Q3 		$4.08M Buy
78,769
+382
+0.5% +$20.6K ﹤0.01% 630
2021
Q2 		$3.81M Sell
78,387
-317
-0.4% -$14.2K ﹤0.01% 634
2021
Q1 		$3.32M Buy
78,704
+20,135
+34% +$783K ﹤0.01% 618
2020
Q4 		$2.21M Sell
58,569
-146
-0.2% -$5.29K ﹤0.01% 623
2020
Q3 		$1.79M Sell
58,715
-3,666,303
-98% -$104M ﹤0.01% 623
2020
Q2 		$82.8M Buy
+3,725,018
New +$69.2M 0.07% 207

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

ClearBridge Investments's CARR Position: Q2 2026 in Review

ClearBridge Investments reduced its Carrier Global (CARR) stake by 26% in Q2 2026, selling an estimated $1.33M and leaving 57,100 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #582.

ClearBridge Investments first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $82.8M in Q2 2020. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • ClearBridge Investments held 57,100 shares of Carrier Global worth $4.19M as of Q2 2026.
  • ClearBridge Investments sold 20,355 Carrier Global shares in Q2 2026, an estimated $1.33M.
  • Carrier Global made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #582 holding.
  • ClearBridge Investments first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • ClearBridge Investments's Carrier Global position peaked at $82.8M in Q2 2020.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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