Creative Capital Management Investments’s Carrier Global CARR Stock Holding History

Creative Capital Management 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	$141K	Buy	1,922 +76	+4%	+$4.97K	0.03%	113
2026 Q1	$104K	Hold	1,846	–	–	0.03%	88
2025 Q4	$97.5K	Sell	1,846 -862	-32%	-$47.9K	0.03%	89
2025 Q3	$162K	Hold	2,708	–	–	0.05%	65
2025 Q2	$198K	Hold	2,708	–	–	0.07%	49
2025 Q1	$172K	Hold	2,708	–	–	0.07%	54
2024 Q4	$185K	Hold	2,708	–	–	0.08%	53
2024 Q3	$218K	Buy	2,708 +813	+43%	+$56.6K	0.09%	45
2024 Q2	$120K	Hold	1,895	–	–	0.06%	57
2024 Q1	$110K	Hold	1,895	–	–	0.06%	56
2023 Q4	$109K	Hold	1,895	–	–	0.06%	53
2023 Q3	$105K	Hold	1,895	–	–	0.07%	54
2023 Q2	$94.2K	Buy	1,895 +1,153	+155%	+$50.7K	0.07%	58
2023 Q1	$33.9K	Sell	742 -4	-0.5%	-$179	0.02%	112
2022 Q4	$31K	Buy	+746	New	+$30.3K	0.03%	90

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Creative Capital Management Investments's CARR Position: Q2 2026 in Review

Creative Capital Management Investments increased its Carrier Global (CARR) stake by 4.1% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,922 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #113.

Creative Capital Management Investments first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Creative Capital Management Investments held 1,922 shares of Carrier Global worth $141K as of Q2 2026.
Creative Capital Management Investments bought 76 Carrier Global shares in Q2 2026, an estimated $4.97K.
Carrier Global made up 0.03% of Creative Capital Management Investments's portfolio in Q2 2026, its #113 holding.
Creative Capital Management Investments first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Carrier Global position peaked at $218K in Q3 2024.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.