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Milestone Asset Management Group’s Carrier Global CARR Stock Holding History

Milestone Asset Management Group’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 		$791K Hold
10,782
– – 0.4% 61
2026
Q1 		$607K Hold
10,782
– – 0.36% 63
2025
Q4 		$570K Buy
10,782
+230
+2% +$12.8K 0.32% 67
2025
Q3 		$630K Sell
10,552
-193
-2% -$13.1K 0.4% 61
2025
Q2 		$786K Buy
10,745
+1
+0% +$68 0.58% 48
2025
Q1 		$681K Hold
10,744
– – 0.62% 49
2024
Q4 		$733K Buy
+10,744
New +$810K 0.66% 48

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

Milestone Asset Management Group's CARR Position: Q2 2026 in Review

Milestone Asset Management Group held its Carrier Global (CARR) position steady in Q2 2026 at 10,782 shares worth $791K. The position accounts for 0.4% of the portfolio, ranked #61.

Milestone Asset Management Group first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Milestone Asset Management Group held 10,782 shares of Carrier Global worth $791K as of Q2 2026.
  • Milestone Asset Management Group left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.4% of Milestone Asset Management Group's portfolio in Q2 2026, its #61 holding.
  • Milestone Asset Management Group first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.