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Edgemoor Investment Advisors’s Carrier Global CARR Stock Holding History

Edgemoor Investment 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 		$232K Buy
+3,158
New +$206K 0.02% 173
2025
Q3 		– Sell
-3,158
Closed -$231K – 191
2025
Q2 		$231K Hold
3,158
– – 0.02% 160
2025
Q1 		$200K Hold
3,158
– – 0.02% 161
2024
Q4 		$216K Hold
3,158
– – 0.02% 160
2024
Q3 		$254K Sell
3,158
-150
-5% -$10.4K 0.02% 151
2024
Q2 		$209K Buy
+3,308
New +$203K 0.02% 158

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 $3.38T AUM 44.17% 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

Edgemoor Investment Advisors's CARR Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 3,158 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in CARR as recently as Q2 2025.

Edgemoor Investment Advisors first reported a position in CARR in Q2 2024 and has held it in 6 quarters since. The position peaked at $254K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Edgemoor Investment Advisors held 3,158 shares of Carrier Global worth $232K as of Q2 2026.
  • Carrier Global was a new Edgemoor Investment Advisors position in Q2 2026.
  • Carrier Global made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • Edgemoor Investment Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 6 quarters since.
  • Edgemoor Investment Advisors's Carrier Global position peaked at $254K in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.