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Essex Investment Management’s Carrier Global CARR Stock Holding History

Essex Investment Management’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 		$1.5M Hold
20,458
– – 0.2% 125
2026
Q1 		$1.15M Buy
20,458
+6,161
+43% +$365K 0.18% 136
2025
Q4 		$755K Buy
+14,297
New +$795K 0.12% 157
2021
Q4 		– Sell
-200
Closed -$10K – 409
2021
Q3 		$10K Hold
200
– – ﹤0.01% 395
2021
Q2 		$10K Hold
200
– – ﹤0.01% 397
2021
Q1 		$8K Hold
200
– – ﹤0.01% 425
2020
Q4 		$8K Hold
200
– – ﹤0.01% 446
2020
Q3 		$6K Buy
+200
New +$5.66K ﹤0.01% 451

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

Essex Investment Management's CARR Position: Q2 2026 in Review

Essex Investment Management held its Carrier Global (CARR) position steady in Q2 2026 at 20,458 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #125.

Essex Investment Management first reported a position in CARR in Q3 2020 and has held it in 8 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Essex Investment Management held 20,458 shares of Carrier Global worth $1.5M as of Q2 2026.
  • Essex Investment Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.2% of Essex Investment Management's portfolio in Q2 2026, its #125 holding.
  • Essex Investment Management first reported a position in Carrier Global in Q3 2020 and has held it in 8 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.