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Leavell Investment Management’s Carrier Global CARR Stock Holding History

Leavell 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 		$359K Sell
4,898
-572
-10% -$37.4K 0.01% 502
2026
Q1 		$308K Hold
5,470
– – 0.01% 515
2025
Q4 		$289K Sell
5,470
-300
-5% -$16.7K 0.01% 510
2025
Q3 		$344K Hold
5,770
– – 0.01% 481
2025
Q2 		$422K Sell
5,770
-100
-2% -$6.79K 0.02% 437
2025
Q1 		$372K Sell
5,870
-57
-1% -$3.79K 0.02% 433
2024
Q4 		$406K Buy
5,927
+895
+18% +$67.5K 0.02% 410
2024
Q3 		$405K Hold
5,032
– – 0.02% 420
2024
Q2 		$318K Hold
5,032
– – 0.02% 429
2024
Q1 		$293K Sell
5,032
-275
-5% -$15.5K 0.02% 426
2023
Q4 		$306K Sell
5,307
-50
-0.9% -$2.65K 0.02% 400
2023
Q3 		$296K Sell
5,357
-100
-2% -$5.5K 0.02% 388
2023
Q2 		$272K Hold
5,457
– – 0.02% 412
2023
Q1 		$250K Hold
5,457
– – 0.02% 411
2022
Q4 		$226K Buy
+5,457
New +$221K 0.02% 415
2022
Q2 		– Sell
-5,599
Closed -$257K – 427
2022
Q1 		$257K Sell
5,599
-50
-0.9% -$2.35K 0.02% 385
2021
Q4 		$307K Sell
5,649
-195
-3% -$10.5K 0.02% 377
2021
Q3 		$302K Sell
5,844
-14
-0.2% -$753 0.02% 349
2021
Q2 		$247K Hold
5,858
– – 0.02% 357
2021
Q1 		$247K Sell
5,858
-100
-2% -$3.89K 0.02% 357
2020
Q4 		$225K Sell
5,958
-1,022
-15% -$37K 0.02% 354
2020
Q3 		$213K Buy
+6,980
New +$197K 0.02% 356

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

Leavell Investment Management's CARR Position: Q2 2026 in Review

Leavell Investment Management reduced its Carrier Global (CARR) stake by 10% in Q2 2026, selling an estimated $37.4K and leaving 4,898 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #502.

Leavell Investment Management first reported a position in CARR in Q3 2020 and has held it in 22 quarters since. The position peaked at $422K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Leavell Investment Management held 4,898 shares of Carrier Global worth $359K as of Q2 2026.
  • Leavell Investment Management sold 572 Carrier Global shares in Q2 2026, an estimated $37.4K.
  • Carrier Global made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #502 holding.
  • Leavell Investment Management first reported a position in Carrier Global in Q3 2020 and has held it in 22 quarters since.
  • Leavell Investment Management's Carrier Global position peaked at $422K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.