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J.P. Marvel Investment Advisors’s Carrier Global CARR Stock Holding History

J.P. Marvel Investment Advisors’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 		$3.6M Buy
49,146
+685
+1% +$44.8K 0.41% 39
2026
Q1 		$2.73M Sell
48,461
-550
-1% -$32.6K 0.39% 41
2025
Q4 		$2.59M Sell
49,011
-18,067
-27% -$1M 0.36% 40
2025
Q3 		$4M Sell
67,078
-666
-1% -$45.2K 0.58% 37
2025
Q2 		$4.96M Sell
67,744
-380
-0.6% -$25.8K 0.8% 31
2025
Q1 		$4.32M Sell
68,124
-431
-0.6% -$28.6K 0.75% 36
2024
Q4 		$4.68M Hold
68,555
– – 0.77% 34
2024
Q3 		$5.52M Sell
68,555
-129
-0.2% -$8.98K 0.9% 30
2024
Q2 		$4.33M Hold
68,684
– – 0.71% 36
2024
Q1 		$3.99M Buy
68,684
+12,379
+22% +$695K 0.69% 43
2023
Q4 		$3.23M Sell
56,305
-210
-0.4% -$11.1K 0.64% 40
2023
Q3 		$3.12M Buy
56,515
+270
+0.5% +$14.9K 0.67% 40
2023
Q2 		$2.8M Sell
56,245
-355
-0.6% -$15.6K 0.58% 41
2023
Q1 		$2.59M Hold
56,600
– – 0.58% 42
2022
Q4 		$2.33M Sell
56,600
-2,180
-4% -$88.5K 0.55% 43
2022
Q3 		$2.09M Sell
58,780
-187
-0.3% -$7.36K 0.53% 45
2022
Q2 		$2.1M Sell
58,967
-426
-0.7% -$16.7K 0.51% 45
2022
Q1 		$2.72M Hold
59,393
– – 0.55% 43
2021
Q4 		$3.22M Hold
59,393
– – 0.63% 38
2021
Q3 		$3.07M Buy
59,393
+322
+0.5% +$17.3K 0.93% 28
2021
Q2 		$2.87M Sell
59,071
-520
-0.9% -$23.2K 0.61% 42
2021
Q1 		$2.52M Sell
59,591
-1,528
-3% -$59.4K 0.6% 43
2020
Q4 		$2.31M Hold
61,119
– – 0.6% 41
2020
Q3 		$1.87M Hold
61,119
– – 0.54% 42
2020
Q2 		$1.36M Buy
+61,119
New +$1.14M 0.43% 45

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

J.P. Marvel Investment Advisors's CARR Position: Q2 2026 in Review

J.P. Marvel Investment Advisors increased its Carrier Global (CARR) stake by 1.4% in Q2 2026, buying an estimated $44.8K and bringing the position to 49,146 shares worth $3.6M. The position accounts for 0.41% of the portfolio, ranked #39.

J.P. Marvel Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.52M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • J.P. Marvel Investment Advisors held 49,146 shares of Carrier Global worth $3.6M as of Q2 2026.
  • J.P. Marvel Investment Advisors bought 685 Carrier Global shares in Q2 2026, an estimated $44.8K.
  • Carrier Global made up 0.41% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • J.P. Marvel Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • J.P. Marvel Investment Advisors's Carrier Global position peaked at $5.52M in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.