Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Carrier Global CARR Stock Holding History

Kayne Anderson Rudnick Investment 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 		$914K Buy
12,457
+1,095
+10% +$71.6K ﹤0.01% 426
2026
Q1 		$640K Buy
11,362
+1,967
+21% +$116K ﹤0.01% 416
2025
Q4 		$496K Sell
9,395
-2,200
-19% -$122K ﹤0.01% 449
2025
Q3 		$692K Buy
11,595
+5,065
+78% +$344K ﹤0.01% 412
2025
Q2 		$478K Buy
6,530
+4,314
+195% +$293K ﹤0.01% 435
2025
Q1 		$140K Buy
2,216
+1,972
+808% +$131K ﹤0.01% 511
2024
Q4 		$16.7K Buy
244
+34
+16% +$2.56K ﹤0.01% 647
2024
Q3 		$16.9K Buy
210
+4
+2% +$279 ﹤0.01% 629
2024
Q2 		$13K Buy
206
+8
+4% +$491 ﹤0.01% 610
2024
Q1 		$11.5K Hold
198
– – ﹤0.01% 623
2023
Q4 		$11.4K Buy
198
+40
+25% +$2.12K ﹤0.01% 606
2023
Q3 		$8.72K Hold
158
– – ﹤0.01% 589
2023
Q2 		$7.85K Hold
158
– – ﹤0.01% 595
2023
Q1 		$7.23K Hold
158
– – ﹤0.01% 574
2022
Q4 		$6.52K Hold
158
– – ﹤0.01% 594
2022
Q3 		$6K Hold
158
– – ﹤0.01% 572
2022
Q2 		$6K Hold
158
– – ﹤0.01% 548
2022
Q1 		$7K Hold
158
– – ﹤0.01% 544
2021
Q4 		$9K Buy
+158
New +$8.53K ﹤0.01% 541

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

Kayne Anderson Rudnick Investment Management's CARR Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Carrier Global (CARR) stake by 9.6% in Q2 2026, buying an estimated $71.6K and bringing the position to 12,457 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Kayne Anderson Rudnick Investment Management first reported a position in CARR in Q4 2021 and has held it in 19 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 12,457 shares of Carrier Global worth $914K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 1,095 Carrier Global shares in Q2 2026, an estimated $71.6K.
  • Carrier Global made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #426 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Carrier Global in Q4 2021 and has held it in 19 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.