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Ironwood Investment Counsel’s Carrier Global CARR Stock Holding History

Ironwood Investment Counsel’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 		$290K Sell
3,947
-255
-6% -$16.7K 0.04% 224
2026
Q1 		$237K Buy
4,202
+12
+0.3% +$710 0.03% 248
2025
Q4 		$221K Buy
4,190
+100
+2% +$5.56K 0.03% 255
2025
Q3 		$244K Buy
4,090
+181
+5% +$12.3K 0.04% 239
2025
Q2 		$286K Hold
3,909
– – 0.04% 213
2025
Q1 		$248K Sell
3,909
-722
-16% -$48K 0.04% 214
2024
Q4 		$316K Sell
4,631
-409
-8% -$30.9K 0.05% 197
2024
Q3 		$406K Sell
5,040
-267
-5% -$18.6K 0.07% 186
2024
Q2 		$335K Buy
5,307
+1,563
+42% +$96K 0.06% 200
2024
Q1 		$218K Hold
3,744
– – 0.04% 240
2023
Q4 		$215K Hold
3,744
– – 0.04% 239
2023
Q3 		$207K Buy
+3,744
New +$206K 0.04% 229

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

Ironwood Investment Counsel's CARR Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its Carrier Global (CARR) stake by 6.1% in Q2 2026, selling an estimated $16.7K and leaving 3,947 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #224.

Ironwood Investment Counsel first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $406K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ironwood Investment Counsel held 3,947 shares of Carrier Global worth $290K as of Q2 2026.
  • Ironwood Investment Counsel sold 255 Carrier Global shares in Q2 2026, an estimated $16.7K.
  • Carrier Global made up 0.04% of Ironwood Investment Counsel's portfolio in Q2 2026, its #224 holding.
  • Ironwood Investment Counsel first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • Ironwood Investment Counsel's Carrier Global position peaked at $406K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.