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Joel Isaacson & Co’s Carrier Global CARR Stock Holding History

Joel Isaacson & Co’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 		$431K Buy
5,881
+1
+0% +$65 0.01% 324
2026
Q1 		$331K Buy
5,880
+975
+20% +$57.7K 0.01% 343
2025
Q4 		$259K Buy
4,905
+438
+10% +$24.4K 0.01% 388
2025
Q3 		$267K Buy
4,467
+1,223
+38% +$83.1K 0.01% 376
2025
Q2 		$237K Sell
3,244
-202
-6% -$13.7K 0.01% 378
2025
Q1 		$218K Buy
3,446
+17
+0.5% +$1.13K 0.01% 365
2024
Q4 		$234K Hold
3,429
– – 0.01% 340
2024
Q3 		$276K Buy
3,429
+123
+4% +$8.56K 0.01% 300
2024
Q2 		$209K Buy
+3,306
New +$203K 0.01% 327

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joel Isaacson & Co's CARR Position: Q2 2026 in Review

Joel Isaacson & Co increased its Carrier Global (CARR) stake by 0.02% in Q2 2026, buying an estimated $65 and bringing the position to 5,881 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #324.

Joel Isaacson & Co first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Joel Isaacson & Co held 5,881 shares of Carrier Global worth $431K as of Q2 2026.
  • Joel Isaacson & Co bought 1 Carrier Global share in Q2 2026, an estimated $65.
  • Carrier Global made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #324 holding.
  • Joel Isaacson & Co first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.