Lido Advisors
CARR icon

Lido Advisors’s Carrier Global CARR Stock Holding History

Lido Advisors’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 		$3.63M Buy
49,498
+4,020
+9% +$263K 0.01% 585
2026
Q1 		$2.56M Sell
45,478
-23,194
-34% -$1.37M 0.01% 636
2025
Q4 		$4.08M Sell
68,672
-34,685
-34% -$1.93M 0.01% 517
2025
Q3 		$6.17M Buy
103,357
+52,112
+102% +$3.54M 0.02% 394
2025
Q2 		$3.75M Buy
51,245
+4,307
+9% +$292K 0.01% 439
2025
Q1 		$2.98M Buy
46,938
+23,844
+103% +$1.58M 0.01% 449
2024
Q4 		$1.58M Sell
23,094
-384
-2% -$29K 0.01% 594
2024
Q3 		$1.89M Buy
23,478
+723
+3% +$50.3K 0.01% 482
2024
Q2 		$1.44M Buy
22,755
+2,111
+10% +$130K 0.01% 539
2024
Q1 		$1.2M Buy
20,644
+2,946
+17% +$166K 0.01% 579
2023
Q4 		$1.02M Buy
17,698
+3,139
+22% +$166K 0.01% 609
2023
Q3 		$804K Buy
14,559
+3,904
+37% +$215K 0.01% 597
2023
Q2 		$530K Buy
+10,655
New +$469K ﹤0.01% 715

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

Lido Advisors's CARR Position: Q2 2026 in Review

Lido Advisors increased its Carrier Global (CARR) stake by 8.8% in Q2 2026, buying an estimated $263K and bringing the position to 49,498 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #585.

Lido Advisors first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.17M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Lido Advisors held 49,498 shares of Carrier Global worth $3.63M as of Q2 2026.
  • Lido Advisors bought 4,020 Carrier Global shares in Q2 2026, an estimated $263K.
  • Carrier Global made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #585 holding.
  • Lido Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's Carrier Global position peaked at $6.17M in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.