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Johnson Financial Group Inc (Wisconsin)’s Carrier Global CARR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$25.4K Buy
346
+24
+7% +$1.57K ﹤0.01% 541
2026
Q1 		$18.1K Hold
322
– – ﹤0.01% 576
2025
Q4 		$17K Buy
322
+61
+23% +$3.39K ﹤0.01% 609
2025
Q3 		$15.6K Buy
261
+224
+605% +$15.2K ﹤0.01% 734
2025
Q2 		$2.71K Buy
37
+5
+16% +$339 ﹤0.01% 666
2025
Q1 		$2.03K Buy
32
+16
+100% +$1.06K ﹤0.01% 825
2024
Q4 		$1.06K Sell
16
-49
-75% -$3.7K ﹤0.01% 816
2024
Q3 		$5.23K Sell
65
-23
-26% -$1.6K ﹤0.01% 781
2024
Q2 		$5.57K Buy
88
+23
+35% +$1.41K ﹤0.01% 605
2024
Q1 		$3.78K Buy
+65
New +$3.65K ﹤0.01% 610
2023
Q2 		– Sell
-200
Closed -$9.15K – 654
2023
Q1 		$9.15K Hold
200
– – ﹤0.01% 524
2022
Q4 		$8.29K Buy
200
+131
+190% +$5.32K ﹤0.01% 510
2022
Q3 		$3K Sell
69
-1,729
-96% -$68.1K ﹤0.01% 558
2022
Q2 		$64K Hold
1,798
– – ﹤0.01% 362
2022
Q1 		$82K Hold
1,798
– – 0.01% 376
2021
Q4 		$98K Sell
1,798
-1,866
-51% -$101K 0.01% 367
2021
Q3 		$190K Sell
3,664
-37
-1% -$1.99K 0.01% 267
2021
Q2 		$180K Buy
3,701
+37
+1% +$1.65K 0.01% 280
2021
Q1 		$155K Buy
3,664
+1,798
+96% +$69.9K 0.01% 289
2020
Q4 		$70K Buy
+1,866
New +$67.5K 0.01% 288

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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CARR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Carrier Global (CARR) stake by 7.5% in Q2 2026, buying an estimated $1.57K and bringing the position to 346 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Johnson Financial Group Inc (Wisconsin) first reported a position in CARR in Q4 2020 and has held it in 20 quarters since. The position peaked at $190K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 346 shares of Carrier Global worth $25.4K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 24 Carrier Global shares in Q2 2026, an estimated $1.57K.
  • Carrier Global made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #541 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Carrier Global in Q4 2020 and has held it in 20 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Carrier Global position peaked at $190K in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.