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Generali Investments Management’s Carrier Global CARR Stock Holding History

Generali Investments 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 		$766K Buy
10,449
+7,968
+321% +$521K 0.17% 90
2026
Q1 		$140K Buy
2,481
+712
+40% +$42.1K 0.03% 144
2025
Q4 		$93.5K Hold
1,769
– – 0.02% 150
2025
Q3 		$106K Buy
+1,769
New +$120K 0.02% 156

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

Generali Investments Management's CARR Position: Q2 2026 in Review

Generali Investments Management increased its Carrier Global (CARR) stake by 321% in Q2 2026, buying an estimated $521K and bringing the position to 10,449 shares worth $766K. The position accounts for 0.17% of the portfolio, ranked #90.

Generali Investments Management first reported a position in CARR in Q3 2025 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Generali Investments Management held 10,449 shares of Carrier Global worth $766K as of Q2 2026.
  • Generali Investments Management bought 7,968 Carrier Global shares in Q2 2026, an estimated $521K.
  • Carrier Global made up 0.17% of Generali Investments Management's portfolio in Q2 2026, its #90 holding.
  • Generali Investments Management first reported a position in Carrier Global in Q3 2025 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.