Frank Rimerman Advisors’s Carrier Global CARR Stock Holding History

Frank Rimerman 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	$452K	Buy	6,161 +110	+2%	+$7.19K	0.03%	430
2026 Q1	$341K	Buy	6,051 +151	+3%	+$8.94K	0.02%	464
2025 Q4	$312K	Buy	5,900 +68	+1%	+$3.78K	0.02%	496
2025 Q3	$348K	Sell	5,832 -79	-1%	-$5.37K	0.02%	452
2025 Q2	$433K	Sell	5,911 -1,216	-17%	-$82.5K	0.03%	377
2025 Q1	$452K	Buy	7,127 +346	+5%	+$23K	0.04%	332
2024 Q4	$463K	Sell	6,781 -1,699	-20%	-$128K	0.03%	324
2024 Q3	$683K	Sell	8,480 -5,222	-38%	-$364K	0.05%	278
2024 Q2	$864K	Buy	13,702 +13,677	+54,708%	+$840K	0.06%	241
2024 Q1	$1.45K	Hold	25	–	–	﹤0.01%	299
2023 Q4	$1.44K	Buy	+25	New	+$1.32K	﹤0.01%	283

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Frank Rimerman Advisors's CARR Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Carrier Global (CARR) stake by 1.8% in Q2 2026, buying an estimated $7.19K and bringing the position to 6,161 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #430.

Frank Rimerman Advisors first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $864K in Q2 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Frank Rimerman Advisors held 6,161 shares of Carrier Global worth $452K as of Q2 2026.
Frank Rimerman Advisors bought 110 Carrier Global shares in Q2 2026, an estimated $7.19K.
Carrier Global made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #430 holding.
Frank Rimerman Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Carrier Global position peaked at $864K in Q2 2024.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.