Founders Capital Management (Connecticut)’s Carrier Global CARR Stock Holding History

Founders Capital Management (Connecticut)’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	$484K	Hold	6,599	–	–	0.07%	60
2026 Q1	$372K	Buy	6,599 +94	+1%	+$5.56K	0.06%	60
2025 Q4	$344K	Buy	6,505 +1,455	+29%	+$80.9K	0.05%	65
2025 Q3	$301K	Hold	5,050	–	–	0.05%	68
2025 Q2	$370K	Hold	5,050	–	–	0.06%	67
2025 Q1	$320K	Hold	5,050	–	–	0.06%	68
2024 Q4	$345K	Hold	5,050	–	–	0.06%	66
2024 Q3	$406K	Sell	5,050 -200	-4%	-$13.9K	0.07%	66
2024 Q2	$331K	Buy	5,250 +175	+3%	+$10.7K	0.06%	69
2024 Q1	$295K	Buy	5,075 +200	+4%	+$11.2K	0.05%	73
2023 Q4	$280K	Hold	4,875	–	–	0.06%	72
2023 Q3	$269K	Sell	4,875 -6	-0.1%	-$330	0.06%	70
2023 Q2	$243K	Hold	4,881	–	–	0.05%	72
2023 Q1	$223K	Hold	4,881	–	–	0.06%	69
2022 Q4	$201K	Buy	+4,881	New	+$198K	0.05%	71
2022 Q2	–	Sell	-4,696	Closed	-$215K	–	69
2022 Q1	$215K	Hold	4,696	–	–	0.05%	68
2021 Q4	$255K	Sell	4,696 -45	-0.9%	-$2.43K	0.06%	62
2021 Q3	$245K	Buy	4,741 +203	+4%	+$10.9K	0.06%	59
2021 Q2	$221K	Sell	4,538 -308	-6%	-$13.8K	0.05%	69
2021 Q1	$205K	Sell	4,846 -58,120	-92%	-$2.26M	0.05%	74
2020 Q4	$2.38M	Sell	62,966 -1,126	-2%	-$40.8K	0.69%	33
2020 Q3	$1.96M	Sell	64,092 -1,528	-2%	-$43.2K	0.62%	36
2020 Q2	$1.46M	Buy	+65,620	New	+$1.22M	0.5%	35

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Founders Capital Management (Connecticut)'s CARR Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Carrier Global (CARR) position steady in Q2 2026 at 6,599 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #60.

Founders Capital Management (Connecticut) first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.38M in Q4 2020. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Founders Capital Management (Connecticut) held 6,599 shares of Carrier Global worth $484K as of Q2 2026.
Founders Capital Management (Connecticut) left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.07% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #60 holding.
Founders Capital Management (Connecticut) first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
Founders Capital Management (Connecticut)'s Carrier Global position peaked at $2.38M in Q4 2020.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.