Kovitz Investment Group Partners
CARR icon

Kovitz Investment Group Partners’s Carrier Global CARR Stock Holding History

Kovitz Investment Group Partners’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 		$209K Sell
2,852
-13,082
-82% -$855K ﹤0.01% 472
2026
Q1 		$897K Buy
15,934
+13
+0.1% +$770 0.02% 335
2025
Q4 		$841K Sell
15,921
-22,675
-59% -$1.26M 0.02% 338
2025
Q3 		$2.3M Sell
38,596
-1,793
-4% -$122K 0.01% 623
2025
Q2 		$2.96M Buy
40,389
+3,484
+9% +$236K 0.01% 544
2025
Q1 		$2.34M Buy
36,905
+1,530
+4% +$102K 0.01% 548
2024
Q4 		$2.42M Sell
35,375
-872
-2% -$65.8K 0.01% 539
2024
Q3 		$2.15M Buy
36,247
+18,474
+104% +$1.29M 0.02% 486
2024
Q2 		$1.12M Buy
+17,773
New +$1.09M 0.01% 517

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

Kovitz Investment Group Partners's CARR Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Carrier Global (CARR) stake by 82% in Q2 2026, selling an estimated $855K and leaving 2,852 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Kovitz Investment Group Partners first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.96M in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Kovitz Investment Group Partners held 2,852 shares of Carrier Global worth $209K as of Q2 2026.
  • Kovitz Investment Group Partners sold 13,082 Carrier Global shares in Q2 2026, an estimated $855K.
  • Carrier Global made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #472 holding.
  • Kovitz Investment Group Partners first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Carrier Global position peaked at $2.96M in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.