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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kovitz Investment Group Partners's CARR Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Carrier Global (CARR) stake by 0.08% in Q1 2026, buying an estimated $770 and bringing the position to 15,934 shares worth $897K. The position accounts for 0.02% of the portfolio, ranked #335.

Kovitz Investment Group Partners first reported a position in CARR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q2 2025. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Kovitz Investment Group Partners held 15,934 shares of Carrier Global worth $897K as of Q1 2026.
Kovitz Investment Group Partners bought 13 Carrier Global shares in Q1 2026, an estimated $770.
Carrier Global made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #335 holding.
Kovitz Investment Group Partners first reported a position in Carrier Global in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Carrier Global position peaked at $2.96M in Q2 2025.
1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.