EI
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EFG International’s Carrier Global CARR Stock Holding History

EFG International’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 		$159K Buy
2,171
+739
+52% +$48.3K ﹤0.01% 644
2026
Q1 		$80.6K Buy
1,432
+107
+8% +$6.33K ﹤0.01% 660
2025
Q4 		$70K Buy
+1,325
New +$73.7K ﹤0.01% 642

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

EFG International's CARR Position: Q2 2026 in Review

EFG International increased its Carrier Global (CARR) stake by 52% in Q2 2026, buying an estimated $48.3K and bringing the position to 2,171 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

EFG International first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • EFG International held 2,171 shares of Carrier Global worth $159K as of Q2 2026.
  • EFG International bought 739 Carrier Global shares in Q2 2026, an estimated $48.3K.
  • Carrier Global made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #644 holding.
  • EFG International first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.