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Jackson Grant Investment Advisers’s Carrier Global CARR Stock Holding History

Jackson Grant Investment Advisers’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 		$89.9K Sell
1,225
-233
-16% -$15.2K 0.03% 166
2026
Q1 		$82.1K Buy
1,458
+3
+0.2% +$178 0.03% 169
2025
Q4 		$76.9K Sell
1,455
-102
-7% -$5.67K 0.03% 175
2025
Q3 		$92.9K Buy
1,557
+3
+0.2% +$204 0.03% 161
2025
Q2 		$114K Buy
1,554
+3
+0.2% +$204 0.04% 140
2025
Q1 		$98.3K Buy
1,551
+3
+0.2% +$199 0.04% 143
2024
Q4 		$106K Buy
1,548
+3
+0.2% +$226 0.04% 139
2024
Q3 		$124K Buy
1,545
+3
+0.2% +$209 0.05% 136
2024
Q2 		$97.3K Sell
1,542
-227
-13% -$13.9K 0.04% 143
2024
Q1 		$103K Buy
1,769
+4
+0.2% +$225 0.04% 139
2023
Q4 		$101K Buy
1,765
+4
+0.2% +$212 0.04% 140
2023
Q3 		$97.2K Buy
1,761
+4
+0.2% +$220 0.05% 134
2023
Q2 		$87.3K Buy
1,757
+5
+0.3% +$220 0.04% 140
2023
Q1 		$80.2K Buy
1,752
+24
+1% +$1.07K 0.04% 152
2022
Q4 		$71.3K Buy
1,728
+4
+0.2% +$162 0.03% 154
2022
Q3 		$61K Buy
1,724
+4
+0.2% +$158 0.03% 158
2022
Q2 		$61K Buy
1,720
+5
+0.3% +$196 0.03% 166
2022
Q1 		$79K Buy
1,715
+3
+0.2% +$141 0.03% 162
2021
Q4 		$93K Buy
1,712
+3
+0.2% +$162 0.05% 127
2021
Q3 		$88K Buy
1,709
+302
+21% +$16.3K 0.04% 155
2021
Q2 		$68K Buy
1,407
+4
+0.3% +$179 0.03% 174
2021
Q1 		$59K Sell
1,403
-97
-6% -$3.77K 0.03% 181
2020
Q4 		$57K Buy
1,500
+102
+7% +$3.69K 0.03% 170
2020
Q3 		$43K Sell
1,398
-308
-18% -$8.71K 0.03% 154
2020
Q2 		$38K Buy
+1,706
New +$31.7K 0.02% 155

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

Jackson Grant Investment Advisers's CARR Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Carrier Global (CARR) stake by 16% in Q2 2026, selling an estimated $15.2K and leaving 1,225 shares worth $89.9K. The position accounts for 0.03% of the portfolio, ranked #166.

Jackson Grant Investment Advisers first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $124K in Q3 2024. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,225 shares of Carrier Global worth $89.9K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 233 Carrier Global shares in Q2 2026, an estimated $15.2K.
  • Carrier Global made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #166 holding.
  • Jackson Grant Investment Advisers first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Jackson Grant Investment Advisers's Carrier Global position peaked at $124K in Q3 2024.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.