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Everpar Advisors’s Carrier Global CARR Stock Holding History

Everpar Advisors’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 		$254K Buy
+3,468
New +$227K 0.07% 251
2025
Q3 		– Sell
-3,198
Closed -$234K – 279
2025
Q2 		$234K Buy
+3,198
New +$217K 0.11% 239
2024
Q4 		– Sell
-3,152
Closed -$254K – 266
2024
Q3 		$254K Sell
3,152
-165
-5% -$11.5K 0.13% 216
2024
Q2 		$209K Buy
+3,317
New +$204K 0.1% 248

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

Everpar Advisors's CARR Position: Q2 2026 in Review

Everpar Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 3,468 shares worth $254K. The stake represents 0.07% of the portfolio and ranks #251 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in CARR as recently as Q2 2025.

Everpar Advisors first reported a position in CARR in Q2 2024 and has held it in 4 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Everpar Advisors held 3,468 shares of Carrier Global worth $254K as of Q2 2026.
  • Carrier Global was a new Everpar Advisors position in Q2 2026.
  • Carrier Global made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #251 holding.
  • Everpar Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 4 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.