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Douglas Lane & Associates’s Carrier Global CARR Stock Holding History

Douglas Lane & Associates’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 		$279K Sell
3,810
-96
-2% -$6.27K ﹤0.01% 228
2026
Q1 		$220K Hold
3,906
– – ﹤0.01% 228
2025
Q4 		$206K Sell
3,906
-125
-3% -$6.95K ﹤0.01% 233
2025
Q3 		$241K Sell
4,031
-200
-5% -$13.6K ﹤0.01% 224
2025
Q2 		$310K Sell
4,231
-30
-0.7% -$2.04K ﹤0.01% 204
2025
Q1 		$270K Sell
4,261
-192
-4% -$12.8K ﹤0.01% 214
2024
Q4 		$304K Sell
4,453
-938
-17% -$70.8K ﹤0.01% 208
2024
Q3 		$434K Sell
5,391
-164
-3% -$11.4K 0.01% 191
2024
Q2 		$350K Sell
5,555
-190
-3% -$11.7K 0.01% 198
2024
Q1 		$334K Hold
5,745
– – ﹤0.01% 203
2023
Q4 		$330K Hold
5,745
– – 0.01% 200
2023
Q3 		$317K Buy
+5,745
New +$316K 0.01% 198
2022
Q1 		– Sell
-4,089
Closed -$222K – 224
2021
Q4 		$222K Sell
4,089
-600
-13% -$32.4K ﹤0.01% 223
2021
Q3 		$243K Sell
4,689
-926
-16% -$49.8K ﹤0.01% 209
2021
Q2 		$273K Buy
5,615
+11
+0.2% +$492 ﹤0.01% 198
2021
Q1 		$237K Buy
+5,604
New +$218K ﹤0.01% 200

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

Douglas Lane & Associates's CARR Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Carrier Global (CARR) stake by 2.5% in Q2 2026, selling an estimated $6.27K and leaving 3,810 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Douglas Lane & Associates first reported a position in CARR in Q1 2021 and has held it in 16 quarters since. The position peaked at $434K in Q3 2024. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Douglas Lane & Associates held 3,810 shares of Carrier Global worth $279K as of Q2 2026.
  • Douglas Lane & Associates sold 96 Carrier Global shares in Q2 2026, an estimated $6.27K.
  • Carrier Global made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #228 holding.
  • Douglas Lane & Associates first reported a position in Carrier Global in Q1 2021 and has held it in 16 quarters since.
  • Douglas Lane & Associates's Carrier Global position peaked at $434K in Q3 2024.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.