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Empowered Funds’s Carrier Global CARR Stock Holding History

Empowered Funds’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 		$5.73M Buy
78,067
+12,234
+19% +$800K 0.03% 654
2026
Q1 		$3.71M Sell
65,833
-8,891
-12% -$526K 0.02% 771
2025
Q4 		$3.95M Buy
74,724
+46,164
+162% +$2.57M 0.07% 306
2025
Q3 		$1.71M Buy
28,560
+8,323
+41% +$565K 0.02% 991
2025
Q2 		$1.48M Sell
20,237
-37,667
-65% -$2.56M 0.02% 948
2025
Q1 		$3.67M Buy
57,904
+1,942
+3% +$129K 0.05% 486
2024
Q4 		$3.82M Buy
55,962
+7,358
+15% +$555K 0.06% 461
2024
Q3 		$3.91M Sell
48,604
-501
-1% -$34.9K 0.06% 434
2024
Q2 		$3.1M Buy
49,105
+3,345
+7% +$205K 0.05% 466
2024
Q1 		$2.66M Buy
45,760
+3,100
+7% +$174K 0.05% 512
2023
Q4 		$2.45M Buy
42,660
+3,050
+8% +$161K 0.06% 450
2023
Q3 		$2.19M Buy
39,610
+1,937
+5% +$107K 0.06% 426
2023
Q2 		$1.87M Buy
37,673
+6,449
+21% +$284K 0.07% 415
2023
Q1 		$1.43M Buy
31,224
+7,743
+33% +$347K 0.08% 239
2022
Q4 		$969K Buy
23,481
+4,813
+26% +$195K 0.06% 273
2022
Q3 		$664K Buy
+18,668
New +$735K 0.06% 230
2021
Q2 		– Sell
-45,260
Closed -$1.71M – 233
2021
Q1 		$1.71M Hold
45,260
– – 0.33% 116
2020
Q4 		$1.71M Buy
+45,260
New +$1.64M 0.33% 116

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

Empowered Funds's CARR Position: Q2 2026 in Review

Empowered Funds increased its Carrier Global (CARR) stake by 19% in Q2 2026, buying an estimated $800K and bringing the position to 78,067 shares worth $5.73M. The position accounts for 0.03% of the portfolio, ranked #654.

Empowered Funds first reported a position in CARR in Q4 2020 and has held it in 18 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Empowered Funds held 78,067 shares of Carrier Global worth $5.73M as of Q2 2026.
  • Empowered Funds bought 12,234 Carrier Global shares in Q2 2026, an estimated $800K.
  • Carrier Global made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #654 holding.
  • Empowered Funds first reported a position in Carrier Global in Q4 2020 and has held it in 18 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.