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Isthmus Partners’s Carrier Global CARR Stock Holding History

Isthmus Partners’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 		$213K Buy
+2,900
New +$190K 0.02% 219
2025
Q3 		– Sell
-3,225
Closed -$236K – 189
2025
Q2 		$236K Buy
+3,225
New +$219K 0.03% 204
2025
Q1 		– Sell
-4,645
Closed -$317K – 214
2024
Q4 		$317K Buy
+4,645
New +$350K 0.04% 178
2021
Q3 		– Sell
-1,052
Closed -$51K – 167
2021
Q2 		$51K Buy
+1,052
New +$47K 0.01% 192

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

Isthmus Partners's CARR Position: Q2 2026 in Review

Isthmus Partners opened a new position in Carrier Global (CARR) in Q2 2026: 2,900 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Isthmus Partners previously reported a position in CARR as recently as Q2 2025.

Isthmus Partners first reported a position in CARR in Q2 2021 and has held it in 4 quarters since. The position peaked at $317K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Isthmus Partners held 2,900 shares of Carrier Global worth $213K as of Q2 2026.
  • Carrier Global was a new Isthmus Partners position in Q2 2026.
  • Carrier Global made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #219 holding.
  • Isthmus Partners first reported a position in Carrier Global in Q2 2021 and has held it in 4 quarters since.
  • Isthmus Partners's Carrier Global position peaked at $317K in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.