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Means Investment Company’s Carrier Global CARR Stock Holding History

Means Investment Company’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 		$916K Sell
12,488
-122
-1% -$7.97K 0.07% 96
2026
Q1 		$710K Buy
12,610
+2
+0% +$118 0.06% 108
2025
Q4 		$666K Buy
12,608
+3
+0% +$167 0.06% 107
2025
Q3 		$753K Sell
12,605
-12
-0.1% -$815 0.07% 103
2025
Q2 		$923K Hold
12,617
– – 0.09% 93
2025
Q1 		$800K Sell
12,617
-292
-2% -$19.4K 0.08% 98
2024
Q4 		$881K Buy
12,909
+2
+0% +$151 0.09% 103
2024
Q3 		$1.04M Buy
12,907
+323
+3% +$22.5K 0.12% 93
2024
Q2 		$794K Sell
12,584
-237
-2% -$14.6K 0.09% 96
2024
Q1 		$745K Buy
12,821
+15
+0.1% +$843 0.1% 104
2023
Q4 		$736K Buy
12,806
+2
+0% +$106 0.11% 107
2023
Q3 		$707K Buy
12,804
+1
+0% +$55 0.12% 107
2023
Q2 		$636K Buy
12,803
+2
+0% +$88 0.1% 109
2023
Q1 		$586K Buy
12,801
+2
+0% +$90 0.1% 108
2022
Q4 		$528K Sell
12,799
-28
-0.2% -$1.14K 0.11% 113
2022
Q3 		$456K Buy
12,827
+1
+0% +$39 0.1% 116
2022
Q2 		$457K Buy
12,826
+2
+0% +$79 0.1% 118
2022
Q1 		$588K Sell
12,824
-1,001
-7% -$47.1K 0.11% 106
2021
Q4 		$750K Buy
13,825
+3
+0% +$162 0.13% 94
2021
Q3 		$715K Buy
13,822
+1,001
+8% +$53.9K 0.14% 93
2021
Q2 		$623K Sell
12,821
-78
-0.6% -$3.49K 0.12% 101
2021
Q1 		$545K Hold
12,899
– – 0.12% 101
2020
Q4 		$480K Sell
12,899
-198
-2% -$7.17K 0.11% 109
2020
Q3 		$510K Hold
13,097
– – 0.14% 88
2020
Q2 		$386K Buy
+13,097
New +$243K 0.12% 97

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 $3.38T 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

Means Investment Company's CARR Position: Q2 2026 in Review

Means Investment Company reduced its Carrier Global (CARR) stake by 0.97% in Q2 2026, selling an estimated $7.97K and leaving 12,488 shares worth $916K. The position accounts for 0.07% of the portfolio, ranked #96.

Means Investment Company first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.04M in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Means Investment Company held 12,488 shares of Carrier Global worth $916K as of Q2 2026.
  • Means Investment Company sold 122 Carrier Global shares in Q2 2026, an estimated $7.97K.
  • Carrier Global made up 0.07% of Means Investment Company's portfolio in Q2 2026, its #96 holding.
  • Means Investment Company first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Means Investment Company's Carrier Global position peaked at $1.04M in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.