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Liontrust Investment Partners’s Carrier Global CARR Stock Holding History

Liontrust Investment Partners’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 		$10.8M Buy
+147,903
New +$9.67M 0.16% 86
2025
Q1 		– Sell
-157,116
Closed -$10.7M – 223
2024
Q4 		$10.7M Buy
+157,116
New +$11.9M 0.16% 99

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Capital Research Global Investors
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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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's CARR Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in Carrier Global (CARR) in Q2 2026: 147,903 shares worth $10.8M. The stake represents 0.16% of the portfolio and ranks #86 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in CARR as recently as Q4 2024.

Liontrust Investment Partners first reported a position in CARR in Q4 2024 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Liontrust Investment Partners held 147,903 shares of Carrier Global worth $10.8M as of Q2 2026.
  • Carrier Global was a new Liontrust Investment Partners position in Q2 2026.
  • Carrier Global made up 0.16% of Liontrust Investment Partners's portfolio in Q2 2026, its #86 holding.
  • Liontrust Investment Partners first reported a position in Carrier Global in Q4 2024 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.