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Liberty Capital Management’s Carrier Global CARR Stock Holding History

Liberty Capital 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 		$1.97M Buy
+26,874
New +$1.76M 0.34% 75
2025
Q4 		$1.86M Buy
35,176
+780
+2% +$43.4K 0.35% 75
2025
Q3 		$2.05M Buy
34,396
+6,146
+22% +$418K 0.39% 69
2025
Q2 		$2.07M Buy
28,250
+2,372
+9% +$161K 0.42% 64
2025
Q1 		$1.64M Sell
25,878
-3,132
-11% -$208K 0.37% 70
2024
Q4 		$1.98M Buy
29,010
+1,118
+4% +$84.3K 0.44% 62
2024
Q3 		$2.25M Buy
27,892
+317
+1% +$22.1K 0.5% 57
2024
Q2 		$1.74M Buy
27,575
+4,373
+19% +$269K 0.41% 65
2024
Q1 		$1.35M Buy
23,202
+2,766
+14% +$155K 0.33% 74
2023
Q4 		$1.17M Sell
20,436
-516
-2% -$27.3K 0.31% 77
2023
Q3 		$1.16M Hold
20,952
– – 0.34% 75
2023
Q2 		$1.04M Buy
20,952
+125
+0.6% +$5.5K 0.31% 79
2023
Q1 		$953K Sell
20,827
-219
-1% -$9.8K 0.31% 76
2022
Q4 		$868K Sell
21,046
-68
-0.3% -$2.76K 0.3% 74
2022
Q3 		$751K Sell
21,114
-123
-0.6% -$4.84K 0.28% 74
2022
Q2 		$757K Sell
21,237
-650
-3% -$25.5K 0.27% 76
2022
Q1 		$1M Sell
21,887
-267
-1% -$12.6K 0.29% 78
2021
Q4 		$1.2M Buy
+22,154
New +$1.2M 0.32% 70

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Liberty Capital Management's CARR Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Carrier Global (CARR) in Q2 2026: 26,874 shares worth $1.97M. The stake represents 0.34% of the portfolio and ranks #75 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in CARR as recently as Q4 2025.

Liberty Capital Management first reported a position in CARR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q3 2024. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Liberty Capital Management held 26,874 shares of Carrier Global worth $1.97M as of Q2 2026.
  • Carrier Global was a new Liberty Capital Management position in Q2 2026.
  • Carrier Global made up 0.34% of Liberty Capital Management's portfolio in Q2 2026, its #75 holding.
  • Liberty Capital Management first reported a position in Carrier Global in Q4 2021 and has held it in 18 quarters since.
  • Liberty Capital Management's Carrier Global position peaked at $2.25M in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.