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Financial Perspectives’s Carrier Global CARR Stock Holding History

Financial Perspectives’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 		$574K Hold
7,828
– – 0.14% 96
2026
Q1 		$441K Hold
7,828
– – 0.12% 106
2025
Q4 		$414K Buy
7,828
+55
+0.7% +$3.06K 0.11% 109
2025
Q3 		$464K Hold
7,773
– – 0.13% 99
2025
Q2 		$569K Buy
7,773
+1,511
+24% +$103K 0.17% 81
2025
Q1 		$397K Buy
6,262
+1
+0% +$66 0.14% 91
2024
Q4 		$427K Buy
6,261
+873
+16% +$65.8K 0.14% 91
2024
Q3 		$434K Buy
5,388
+387
+8% +$26.9K 0.15% 87
2024
Q2 		$315K Buy
5,001
+395
+9% +$24.3K 0.12% 106
2024
Q1 		$268K Buy
4,606
+271
+6% +$15.2K 0.1% 117
2023
Q4 		$249K Buy
4,335
+66
+2% +$3.49K 0.1% 120
2023
Q3 		$236K Buy
4,269
+808
+23% +$44.5K 0.11% 109
2023
Q2 		$172K Hold
3,461
– – 0.08% 139
2023
Q1 		$158K Hold
3,461
– – 0.08% 143
2022
Q4 		$143K Buy
3,461
+2,563
+285% +$104K 0.07% 145
2022
Q3 		$31.9K Hold
898
– – 0.02% 285
2022
Q2 		$32K Hold
898
– – 0.02% 289
2022
Q1 		$41.2K Buy
898
+536
+148% +$25.2K 0.02% 274
2021
Q4 		$19.6K Hold
362
– – 0.01% 357
2021
Q3 		$18.7K Sell
362
-28
-7% -$1.51K 0.01% 362
2021
Q2 		$19K Sell
390
-16,076
-98% -$718K 0.01% 385
2021
Q1 		$390K Buy
16,466
+16,076
+4,122% +$625K 0.02% 320
2020
Q4 		$14.7K Buy
390
+28
+8% +$1.01K 0.01% 364
2020
Q3 		$11.1K Hold
362
– – 0.01% 360
2020
Q2 		$8.04K Buy
+362
New +$6.73K 0.01% 371

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Financial Perspectives's CARR Position: Q2 2026 in Review

Financial Perspectives held its Carrier Global (CARR) position steady in Q2 2026 at 7,828 shares worth $574K. The position accounts for 0.14% of the portfolio, ranked #96.

Financial Perspectives first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Financial Perspectives held 7,828 shares of Carrier Global worth $574K as of Q2 2026.
  • Financial Perspectives left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #96 holding.
  • Financial Perspectives first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.