MJP
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Michael J. Puzo’s Carrier Global CARR Stock Holding History

Michael J. Puzo’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 		$241K Sell
3,285
-19,000
-85% -$1.24M 0.06% 63
2026
Q1 		$1.25M Sell
22,285
-1,950
-8% -$115K 0.37% 40
2025
Q4 		$1.28M Sell
24,235
-89,995
-79% -$5M 0.35% 39
2025
Q3 		$6.82M Sell
114,230
-1,195
-1% -$81.2K 1.86% 24
2025
Q2 		$8.45M Buy
115,425
+25
+0% +$1.7K 2.41% 21
2025
Q1 		$7.32M Buy
115,400
+13,823
+14% +$918K 2.1% 27
2024
Q4 		$6.93M Buy
101,577
+14,088
+16% +$1.06M 1.94% 25
2024
Q3 		$7.04M Buy
87,489
+20,806
+31% +$1.45M 1.84% 27
2024
Q2 		$4.21M Buy
66,683
+34,540
+107% +$2.12M 1.17% 30
2024
Q1 		$1.87M Buy
+32,143
New +$1.81M 0.52% 39

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

Michael J. Puzo's CARR Position: Q2 2026 in Review

Michael J. Puzo reduced its Carrier Global (CARR) stake by 85% in Q2 2026, selling an estimated $1.24M and leaving 3,285 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #63.

Michael J. Puzo first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.45M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Michael J. Puzo held 3,285 shares of Carrier Global worth $241K as of Q2 2026.
  • Michael J. Puzo sold 19,000 Carrier Global shares in Q2 2026, an estimated $1.24M.
  • Carrier Global made up 0.06% of Michael J. Puzo's portfolio in Q2 2026, its #63 holding.
  • Michael J. Puzo first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • Michael J. Puzo's Carrier Global position peaked at $8.45M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.