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Evercore Wealth Management’s Carrier Global CARR Stock Holding History

Evercore Wealth 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 		$1.94M Hold
26,396
– – 0.03% 177
2026
Q1 		$1.49M Sell
26,396
-22,647
-46% -$1.34M 0.02% 182
2025
Q4 		$2.59M Sell
49,043
-4,747
-9% -$264K 0.04% 143
2025
Q3 		$3.21M Buy
53,790
+907
+2% +$61.6K 0.05% 125
2025
Q2 		$3.87M Sell
52,883
-102
-0.2% -$6.92K 0.06% 117
2025
Q1 		$3.36M Sell
52,985
-350
-0.7% -$23.3K 0.05% 124
2024
Q4 		$3.64M Sell
53,335
-1,000
-2% -$75.4K 0.05% 123
2024
Q3 		$4.37M Sell
54,335
-480
-0.9% -$33.4K 0.07% 106
2024
Q2 		$3.46M Hold
54,815
– – 0.05% 118
2024
Q1 		$3.19M Sell
54,815
-3,006
-5% -$169K 0.05% 127
2023
Q4 		$3.32M Sell
57,821
-470
-0.8% -$24.9K 0.06% 121
2023
Q3 		$3.22M Buy
58,291
+855
+1% +$47.1K 0.06% 115
2023
Q2 		$2.86M Buy
57,436
+868
+2% +$38.2K 0.05% 130
2023
Q1 		$2.59M Buy
56,568
+252
+0.4% +$11.3K 0.05% 135
2022
Q4 		$2.32M Sell
56,316
-1,170
-2% -$47.5K 0.05% 141
2022
Q3 		$2.04M Buy
57,486
+436
+0.8% +$17.2K 0.05% 142
2022
Q2 		$2.03M Sell
57,050
-535
-0.9% -$21K 0.04% 143
2022
Q1 		$2.64M Sell
57,585
-518
-0.9% -$24.4K 0.05% 144
2021
Q4 		$3.15M Sell
58,103
-1,029
-2% -$55.5K 0.05% 132
2021
Q3 		$3.06M Buy
59,132
+102
+0.2% +$5.49K 0.06% 137
2021
Q2 		$2.87M Sell
59,030
-20
-0% -$894 0.05% 146
2021
Q1 		$2.49M Sell
59,050
-3,107
-5% -$121K 0.05% 152
2020
Q4 		$2.35M Sell
62,157
-3,757
-6% -$136K 0.05% 144
2020
Q3 		$2.01M Sell
65,914
-3,373
-5% -$95.4K 0.05% 146
2020
Q2 		$1.54M Buy
+69,287
New +$1.29M 0.04% 163

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

Evercore Wealth Management's CARR Position: Q2 2026 in Review

Evercore Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 26,396 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #177.

Evercore Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.37M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Evercore Wealth Management held 26,396 shares of Carrier Global worth $1.94M as of Q2 2026.
  • Evercore Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Evercore Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Evercore Wealth Management's Carrier Global position peaked at $4.37M in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.