Fulcrum Asset Management’s Carrier Global CARR Stock Holding History

Fulcrum Asset Management’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	$521K	Buy	+7,089	New	+$463K	0.05%	276
2022 Q1	–	Hold	0	–	–	–	192
2021 Q4	–	Hold	0	–	–	–	29
2021 Q3	–	Hold	0	–	–	–	29
2021 Q2	–	Hold	0	–	–	–	49
2021 Q1	–	Hold	0	–	–	–	122
2020 Q3	–	Hold	0	–	–	–	41

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's CARR Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Carrier Global (CARR) in Q2 2026: 7,089 shares worth $521K. The stake represents 0.05% of the portfolio and ranks #276 among its holdings.

1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Fulcrum Asset Management held 7,089 shares of Carrier Global worth $521K as of Q2 2026.
Carrier Global was a new Fulcrum Asset Management position in Q2 2026.
Carrier Global made up 0.05% of Fulcrum Asset Management's portfolio in Q2 2026, its #276 holding.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.