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Laffer Tengler Investments’s Carrier Global CARR Stock Holding History

Laffer Tengler Investments’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 		$11.1M Buy
151,169
+3,764
+3% +$246K 1.42% 21
2026
Q1 		$8.3M Buy
147,405
+5,177
+4% +$306K 1.23% 26
2025
Q4 		$7.52M Buy
142,228
+8,453
+6% +$470K 1.14% 31
2025
Q3 		$7.99M Buy
133,775
+22,580
+20% +$1.53M 1.26% 26
2025
Q2 		$8.14M Sell
111,195
-16,786
-13% -$1.14M 1.45% 21
2025
Q1 		$8.11M Sell
127,981
-6,935
-5% -$461K 1.73% 18
2024
Q4 		$9.21M Buy
134,916
+24,504
+22% +$1.85M 1.81% 17
2024
Q3 		$8.89M Buy
110,412
+4,583
+4% +$319K 1.8% 14
2024
Q2 		$6.68M Buy
105,829
+7,530
+8% +$462K 1.44% 20
2024
Q1 		$5.71M Buy
98,299
+9,573
+11% +$538K 1.48% 17
2023
Q4 		$5.1M Buy
88,726
+3,925
+5% +$208K 1.36% 22
2023
Q3 		$4.68M Buy
84,801
+35,120
+71% +$1.93M 1.38% 21
2023
Q2 		$2.47M Buy
49,681
+49,011
+7,315% +$2.16M 0.66% 59
2023
Q1 		$30.7K Hold
670
– – 0.01% 352
2022
Q4 		$27.6K Hold
670
– – 0.01% 347
2022
Q3 		$23.8K Hold
670
– – 0.01% 308
2022
Q2 		$23.9K Hold
670
– – 0.01% 303
2022
Q1 		$30.7K Hold
670
– – 0.01% 302
2021
Q4 		$36.3K Hold
670
– – 0.01% 298
2021
Q3 		$34.7K Buy
+670
New +$36.1K 0.01% 368
2021
Q2 		– Sell
-670
Closed -$28.3K – 337
2021
Q1 		$28.3K Hold
670
– – 0.01% 311
2020
Q4 		$25.3K Hold
670
– – 0.01% 278
2020
Q3 		$20.5K Hold
670
– – 0.01% 243
2020
Q2 		$14.9K Buy
+670
New +$12.4K 0.01% 237

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

Laffer Tengler Investments's CARR Position: Q2 2026 in Review

Laffer Tengler Investments increased its Carrier Global (CARR) stake by 2.6% in Q2 2026, buying an estimated $246K and bringing the position to 151,169 shares worth $11.1M. The position accounts for 1.42% of the portfolio, ranked #21.

Laffer Tengler Investments first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Laffer Tengler Investments held 151,169 shares of Carrier Global worth $11.1M as of Q2 2026.
  • Laffer Tengler Investments bought 3,764 Carrier Global shares in Q2 2026, an estimated $246K.
  • Carrier Global made up 1.42% of Laffer Tengler Investments's portfolio in Q2 2026, its #21 holding.
  • Laffer Tengler Investments first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.