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Knollwood Investment Advisory’s Carrier Global CARR Stock Holding History

Knollwood Investment Advisory’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 		$201K Buy
+2,739
New +$179K 0.02% 263
2025
Q3 		– Sell
-2,739
Closed -$200K – 353
2025
Q2 		$200K Buy
+2,739
New +$186K 0.02% 353
2024
Q4 		– Sell
-2,739
Closed -$220K – 357
2024
Q3 		$220K Buy
+2,739
New +$191K 0.02% 346

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's CARR Position: Q2 2026 in Review

Knollwood Investment Advisory opened a new position in Carrier Global (CARR) in Q2 2026: 2,739 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: Knollwood Investment Advisory previously reported a position in CARR as recently as Q2 2025.

Knollwood Investment Advisory first reported a position in CARR in Q3 2024 and has held it in 3 quarters since. The position peaked at $220K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Knollwood Investment Advisory held 2,739 shares of Carrier Global worth $201K as of Q2 2026.
  • Carrier Global was a new Knollwood Investment Advisory position in Q2 2026.
  • Carrier Global made up 0.02% of Knollwood Investment Advisory's portfolio in Q2 2026, its #263 holding.
  • Knollwood Investment Advisory first reported a position in Carrier Global in Q3 2024 and has held it in 3 quarters since.
  • Knollwood Investment Advisory's Carrier Global position peaked at $220K in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.