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Dorato Capital Management’s Carrier Global CARR Stock Holding History

Dorato Capital Management’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 		$15.3K Hold
220
– – 0.01% 224
2026
Q1 		$12.8K Hold
220
– – 0.01% 223
2025
Q4 		$12.2K Buy
+220
New +$12.2K 0.01% 225

Other funds holding CARR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Dorato Capital Management's CARR Position: Q2 2026 in Review

Dorato Capital Management held its Carrier Global (CARR) position steady in Q2 2026 at 220 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #224.

Dorato Capital Management first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 908 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Dorato Capital Management held 220 shares of Carrier Global worth $15.3K as of Q2 2026.
  • Dorato Capital Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Dorato Capital Management's portfolio in Q2 2026, its #224 holding.
  • Dorato Capital Management first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 908 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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