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	$191K	Buy	2,600 +1,100	+73%	+$71.9K	﹤0.01%	1975
2026 Q1	$84.5K	Hold	1,500	–	–	﹤0.01%	1877
2025 Q4	$79.3K	Hold	1,500	–	–	﹤0.01%	1863
2025 Q3	$89.5K	Hold	1,500	–	–	﹤0.01%	1770
2025 Q2	$110K	Hold	1,500	–	–	﹤0.01%	1583
2025 Q1	$95.1K	Hold	1,500	–	–	﹤0.01%	1449
2024 Q4	$102K	Hold	1,500	–	–	﹤0.01%	1443
2024 Q3	$121K	Hold	1,500	–	–	﹤0.01%	1387
2024 Q2	$94.6K	Hold	1,500	–	–	﹤0.01%	1344
2024 Q1	$87.2K	Buy	+1,500	New	+$84.3K	﹤0.01%	1327

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 1,646 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.
1,646 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.