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Hager Investment Management Services’s Carrier Global CARR Stock Holding History

Hager Investment Management Services’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 		$35.9K Sell
490
-124
-20% -$8.11K 0.02% 165
2026
Q1 		$34.6K Sell
614
-875
-59% -$51.8K 0.02% 163
2025
Q4 		$78.7K Sell
1,489
-3,705
-71% -$206K 0.04% 125
2025
Q3 		$310K Sell
5,194
-7,982
-61% -$542K 0.17% 79
2025
Q2 		$964K Sell
13,176
-104
-0.8% -$7.06K 0.58% 42
2025
Q1 		$842K Buy
13,280
+398
+3% +$26.4K 0.59% 46
2024
Q4 		$879K Buy
+12,882
New +$972K 0.55% 43

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 $3.38T AUM 44.17% 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

Hager Investment Management Services's CARR Position: Q2 2026 in Review

Hager Investment Management Services reduced its Carrier Global (CARR) stake by 20% in Q2 2026, selling an estimated $8.11K and leaving 490 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #165.

Hager Investment Management Services first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Hager Investment Management Services held 490 shares of Carrier Global worth $35.9K as of Q2 2026.
  • Hager Investment Management Services sold 124 Carrier Global shares in Q2 2026, an estimated $8.11K.
  • Carrier Global made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #165 holding.
  • Hager Investment Management Services first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Carrier Global position peaked at $964K in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.