EHC
CARR icon

Everett Harris & Co’s Carrier Global CARR Stock Holding History

Everett Harris & Co’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 		$1.09M Buy
14,888
+750
+5% +$49K 0.01% 154
2026
Q1 		$796K Buy
14,138
+986
+7% +$58.4K 0.01% 181
2025
Q4 		$695K Hold
13,152
– – 0.01% 198
2025
Q3 		$785K Hold
13,152
– – 0.01% 184
2025
Q2 		$963K Hold
13,152
– – 0.01% 161
2025
Q1 		$834K Hold
13,152
– – 0.01% 165
2024
Q4 		$898K Buy
13,152
+614
+5% +$46.3K 0.01% 148
2024
Q3 		$1.01M Hold
12,538
– – 0.01% 136
2024
Q2 		$791K Hold
12,538
– – 0.01% 146
2024
Q1 		$729K Buy
12,538
+2,583
+26% +$145K 0.01% 158
2023
Q4 		$572K Buy
9,955
+1,300
+15% +$68.8K 0.01% 164
2023
Q3 		$478K Hold
8,655
– – 0.01% 171
2023
Q2 		$430K Hold
8,655
– – 0.01% 182
2023
Q1 		$396K Sell
8,655
-366
-4% -$16.4K 0.01% 187
2022
Q4 		$372K Hold
9,021
– – 0.01% 195
2022
Q3 		$321K Sell
9,021
-5,000
-36% -$197K 0.01% 202
2022
Q2 		$500K Hold
14,021
– – 0.01% 178
2022
Q1 		$643K Hold
14,021
– – 0.01% 166
2021
Q4 		$760K Hold
14,021
– – 0.01% 155
2021
Q3 		$726K Sell
14,021
-100
-0.7% -$5.38K 0.01% 153
2021
Q2 		$686K Hold
14,121
– – 0.01% 156
2021
Q1 		$596K Sell
14,121
-20
-0.1% -$778 0.01% 161
2020
Q4 		$533K Sell
14,141
-637
-4% -$23.1K 0.01% 168
2020
Q3 		$451K Sell
14,778
-1,075
-7% -$30.4K 0.01% 174
2020
Q2 		$352K Buy
+15,853
New +$295K 0.01% 180

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

Everett Harris & Co's CARR Position: Q2 2026 in Review

Everett Harris & Co increased its Carrier Global (CARR) stake by 5.3% in Q2 2026, buying an estimated $49K and bringing the position to 14,888 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #154.

Everett Harris & Co first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Everett Harris & Co held 14,888 shares of Carrier Global worth $1.09M as of Q2 2026.
  • Everett Harris & Co bought 750 Carrier Global shares in Q2 2026, an estimated $49K.
  • Carrier Global made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #154 holding.
  • Everett Harris & Co first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.