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WELLINGTON-ALTUS USA INC.’s Carrier Global CARR Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$23.2K Hold
412
– – 0.02% 472
2026
Q1 		$30.2K Hold
412
– – 0.02% 439
2025
Q4 		$21.8K Buy
+412
New +$22.9K 0.02% 468

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

WELLINGTON-ALTUS USA INC.'s CARR Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Carrier Global (CARR) position steady in Q2 2026 at 412 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #472.

WELLINGTON-ALTUS USA INC. first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.2K in Q1 2026. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 412 shares of Carrier Global worth $23.2K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #472 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Carrier Global position peaked at $30.2K in Q1 2026.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.