CFO
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CVA Family Office’s Carrier Global CARR Stock Holding History

CVA Family Office’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 		$202K Buy
2,758
+280
+11% +$18.3K 0.02% 335
2026
Q1 		$140K Buy
2,478
+257
+12% +$15.2K 0.01% 390
2025
Q4 		$117K Sell
2,221
-178
-7% -$9.9K 0.01% 391
2025
Q3 		$143K Buy
2,399
+68
+3% +$4.62K 0.02% 354
2025
Q2 		$171K Sell
2,331
-90
-4% -$6.11K 0.02% 316
2025
Q1 		$153K Buy
2,421
+189
+8% +$12.6K 0.02% 315
2024
Q4 		$152K Buy
2,232
+105
+5% +$7.92K 0.02% 312
2024
Q3 		$171K Sell
2,127
-323
-13% -$22.5K 0.03% 288
2024
Q2 		$155K Buy
2,450
+754
+44% +$46.3K 0.03% 286
2024
Q1 		$98.6K Buy
1,696
+9
+0.5% +$506 0.02% 360
2023
Q4 		$96.9K Buy
+1,687
New +$89.3K 0.02% 337
2023
Q3 		– Sell
-1,687
Closed -$83.9K – 338
2023
Q2 		$83.9K Sell
1,687
-20
-1% -$880 0.02% 339
2023
Q1 		$78.1K Sell
1,707
-10
-0.6% -$448 0.02% 347
2022
Q4 		$70.8K Sell
1,717
-35
-2% -$1.42K 0.02% 340
2022
Q3 		$62K Buy
1,752
+680
+63% +$26.8K 0.02% 317
2022
Q2 		$38K Sell
1,072
-405
-27% -$15.9K 0.01% 421
2022
Q1 		$68K Buy
1,477
+225
+18% +$10.6K 0.02% 330
2021
Q4 		$68K Buy
1,252
+1,144
+1,059% +$61.7K 0.02% 307
2021
Q3 		$3K Sell
108
-1,014
-90% -$54.6K ﹤0.01% 334
2021
Q2 		$55K Buy
1,122
+542
+93% +$24.2K 0.02% 347
2021
Q1 		$24K Buy
+580
New +$22.6K 0.01% 372
2020
Q4 		– Sell
-108
Closed -$3K – 355
2020
Q3 		$3K Hold
108
– – ﹤0.01% 334
2020
Q2 		$2K Buy
+108
New +$2.01K ﹤0.01% 303

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

CVA Family Office's CARR Position: Q2 2026 in Review

CVA Family Office increased its Carrier Global (CARR) stake by 11% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,758 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #335.

CVA Family Office first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • CVA Family Office held 2,758 shares of Carrier Global worth $202K as of Q2 2026.
  • CVA Family Office bought 280 Carrier Global shares in Q2 2026, an estimated $18.3K.
  • Carrier Global made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #335 holding.
  • CVA Family Office first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.