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Elefante Mark B’s Carrier Global CARR Stock Holding History

Elefante Mark B’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 		$319K Sell
4,350
-32,727
-88% -$2.14M 0.14% 51
2026
Q1 		$2.09M Sell
37,077
-3,603
-9% -$213K 1.15% 30
2025
Q4 		$2.15M Sell
40,680
-10,330
-20% -$574K 1.32% 28
2025
Q3 		$3.05M Buy
51,010
+6,865
+16% +$466K 1.95% 23
2025
Q2 		$3.23M Buy
44,145
+2,080
+5% +$141K 2.43% 20
2025
Q1 		$2.67M Buy
42,065
+10,340
+33% +$687K 2.11% 26
2024
Q4 		$2.17M Buy
+31,725
New +$2.39M 1.98% 25

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

Elefante Mark B's CARR Position: Q2 2026 in Review

Elefante Mark B reduced its Carrier Global (CARR) stake by 88% in Q2 2026, selling an estimated $2.14M and leaving 4,350 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #51.

Elefante Mark B first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q2 2025. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Elefante Mark B held 4,350 shares of Carrier Global worth $319K as of Q2 2026.
  • Elefante Mark B sold 32,727 Carrier Global shares in Q2 2026, an estimated $2.14M.
  • Carrier Global made up 0.14% of Elefante Mark B's portfolio in Q2 2026, its #51 holding.
  • Elefante Mark B first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Elefante Mark B's Carrier Global position peaked at $3.23M in Q2 2025.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.