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Douglass Winthrop Advisors’s Carrier Global CARR Stock Holding History

Douglass Winthrop Advisors’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 		$6.86M Sell
93,538
-1,163
-1% -$76K 0.12% 68
2026
Q1 		$5.33M Buy
94,701
+10,354
+12% +$613K 0.1% 75
2025
Q4 		$4.46M Buy
84,347
+3,166
+4% +$176K 0.08% 82
2025
Q3 		$4.85M Buy
81,181
+5,216
+7% +$354K 0.08% 79
2025
Q2 		$5.56M Sell
75,965
-3,050
-4% -$207K 0.1% 72
2025
Q1 		$5.01M Sell
79,015
-109
-0.1% -$7.24K 0.1% 72
2024
Q4 		$5.4M Buy
79,124
+2,326
+3% +$175K 0.11% 71
2024
Q3 		$6.18M Sell
76,798
-172
-0.2% -$12K 0.12% 70
2024
Q2 		$4.86M Buy
76,970
+20,982
+37% +$1.29M 0.1% 71
2024
Q1 		$3.25M Buy
55,988
+571
+1% +$32.1K 0.07% 88
2023
Q4 		$3.18M Sell
55,417
-3,361
-6% -$178K 0.07% 80
2023
Q3 		$3.24M Buy
58,778
+51,007
+656% +$2.81M 0.08% 79
2023
Q2 		$386K Hold
7,771
– – 0.01% 188
2023
Q1 		$356K Sell
7,771
-240
-3% -$10.7K 0.01% 194
2022
Q4 		$330K Sell
8,011
-780
-9% -$31.7K 0.01% 200
2022
Q3 		$313K Sell
8,791
-834
-9% -$32.8K 0.01% 198
2022
Q2 		$343K Hold
9,625
– – 0.01% 203
2022
Q1 		$441K Hold
9,625
– – 0.01% 197
2021
Q4 		$522K Sell
9,625
-153
-2% -$8.26K 0.01% 190
2021
Q3 		$506K Buy
9,778
+1,818
+23% +$97.8K 0.01% 193
2021
Q2 		$387K Buy
7,960
+750
+10% +$33.5K 0.01% 219
2021
Q1 		$304K Buy
7,210
+105
+1% +$4.08K 0.01% 230
2020
Q4 		$268K Sell
7,105
-204
-3% -$7.38K 0.01% 234
2020
Q3 		$223K Buy
+7,309
New +$207K 0.01% 242

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

Douglass Winthrop Advisors's CARR Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Carrier Global (CARR) stake by 1.2% in Q2 2026, selling an estimated $76K and leaving 93,538 shares worth $6.86M. The position accounts for 0.12% of the portfolio, ranked #68.

Douglass Winthrop Advisors first reported a position in CARR in Q3 2020 and has held it in 24 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Douglass Winthrop Advisors held 93,538 shares of Carrier Global worth $6.86M as of Q2 2026.
  • Douglass Winthrop Advisors sold 1,163 Carrier Global shares in Q2 2026, an estimated $76K.
  • Carrier Global made up 0.12% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #68 holding.
  • Douglass Winthrop Advisors first reported a position in Carrier Global in Q3 2020 and has held it in 24 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.