JGCM
CARR icon

Joseph Group Capital Management’s Carrier Global CARR Stock Holding History

Joseph Group Capital Management’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 		$16.4K Buy
224
+88
+65% +$5.75K ﹤0.01% 274
2026
Q1 		$7.66K Buy
+136
New +$8.05K ﹤0.01% 324

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

Joseph Group Capital Management's CARR Position: Q2 2026 in Review

Joseph Group Capital Management increased its Carrier Global (CARR) stake by 65% in Q2 2026, buying an estimated $5.75K and bringing the position to 224 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Joseph Group Capital Management first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Joseph Group Capital Management held 224 shares of Carrier Global worth $16.4K as of Q2 2026.
  • Joseph Group Capital Management bought 88 Carrier Global shares in Q2 2026, an estimated $5.75K.
  • Carrier Global made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #274 holding.
  • Joseph Group Capital Management first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.