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Matthew Hamilton Rosenberg’s Carrier Global CARR Stock Holding History

Matthew Hamilton Rosenberg’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 		$28.7K Buy
391
+64
+20% +$4.18K 0.01% 503
2026
Q1 		$18.4K Hold
327
– – ﹤0.01% 549
2025
Q4 		$17.3K Sell
327
-1,560
-83% -$86.7K ﹤0.01% 562
2025
Q3 		$113K Hold
1,887
– – 0.02% 308
2025
Q2 		$138K Buy
1,887
+1,560
+477% +$106K 0.03% 268
2025
Q1 		$20.7K Hold
327
– – 0.01% 530
2024
Q4 		$22.3K Hold
327
– – 0.01% 524
2024
Q3 		$26.3K Hold
327
– – 0.01% 521
2024
Q2 		$20.2K Sell
327
-316
-49% -$19.4K 0.01% 530
2024
Q1 		$36.9K Sell
643
-2
-0.3% -$112 0.01% 465
2023
Q4 		$37.1K Buy
645
+58
+10% +$3.07K 0.01% 467
2023
Q3 		$32.4K Hold
587
– – 0.01% 473
2023
Q2 		$29.2K Buy
587
+2
+0.3% +$88 0.01% 503
2023
Q1 		$26.8K Hold
585
– – 0.01% 552
2022
Q4 		$24.1K Hold
585
– – 0.01% 558
2022
Q3 		$21K Hold
585
– – 0.01% 559
2022
Q2 		$21K Sell
585
-500
-46% -$19.6K 0.01% 564
2022
Q1 		$50K Hold
1,085
– – 0.02% 458
2021
Q4 		$59K Hold
1,085
– – 0.02% 388
2021
Q3 		$56K Hold
1,085
– – 0.02% 373
2021
Q2 		$53K Hold
1,085
– – 0.03% 348
2021
Q1 		$46K Hold
1,085
– – 0.03% 356
2020
Q4 		$41K Buy
1,085
+300
+38% +$10.9K 0.03% 350
2020
Q3 		$24K Hold
785
– – 0.02% 379
2020
Q2 		$17K Buy
+785
New +$14.6K 0.01% 432

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

Matthew Hamilton Rosenberg's CARR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Carrier Global (CARR) stake by 20% in Q2 2026, buying an estimated $4.18K and bringing the position to 391 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #503.

Matthew Hamilton Rosenberg first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $138K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Matthew Hamilton Rosenberg held 391 shares of Carrier Global worth $28.7K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 64 Carrier Global shares in Q2 2026, an estimated $4.18K.
  • Carrier Global made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #503 holding.
  • Matthew Hamilton Rosenberg first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's Carrier Global position peaked at $138K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.