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Howe & Rusling’s Carrier Global CARR Stock Holding History

Howe & Rusling’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 		$283K Buy
3,855
+288
+8% +$18.8K 0.02% 261
2026
Q1 		$201K Buy
+3,567
New +$211K 0.01% 295
2024
Q4 		– Sell
-2,602
Closed -$209K – 416
2024
Q3 		$209K Sell
2,602
-1,000
-28% -$69.6K 0.02% 246
2024
Q2 		$227K Buy
+3,602
New +$221K 0.02% 228
2022
Q4 		– Sell
-3,435
Closed -$122K – 429
2022
Q3 		$122K Buy
3,435
+1,600
+87% +$63K 0.02% 237
2022
Q2 		$65K Hold
1,835
– – 0.01% 284
2022
Q1 		$84K Sell
1,835
-250
-12% -$11.8K 0.01% 268
2021
Q4 		$113K Buy
2,085
+250
+14% +$13.5K 0.01% 240
2021
Q3 		$95K Hold
1,835
– – 0.01% 245
2021
Q2 		$89K Hold
1,835
– – 0.01% 244
2021
Q1 		$77K Sell
1,835
-1,645
-47% -$64K 0.01% 261
2020
Q4 		$131K Buy
3,480
+1,800
+107% +$65.2K 0.02% 198
2020
Q3 		$51K Sell
1,680
-150
-8% -$4.24K 0.01% 261
2020
Q2 		$41K Buy
+1,830
New +$34K 0.01% 273

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

Howe & Rusling's CARR Position: Q2 2026 in Review

Howe & Rusling increased its Carrier Global (CARR) stake by 8.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,855 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #261.

Howe & Rusling first reported a position in CARR in Q2 2020 and has held it in 14 quarters since. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Howe & Rusling held 3,855 shares of Carrier Global worth $283K as of Q2 2026.
  • Howe & Rusling bought 288 Carrier Global shares in Q2 2026, an estimated $18.8K.
  • Carrier Global made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #261 holding.
  • Howe & Rusling first reported a position in Carrier Global in Q2 2020 and has held it in 14 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.