Milford Funds’s Carrier Global CARR Stock Holding History

Milford Funds’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	–	Sell	-233,835	Closed	-$13.2M	–	92
2026 Q1	$13.2M	Buy	+233,835	New	+$13.8M	0.28%	59

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Milford Funds's CARR Position: Q2 2026 in Review

Milford Funds sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 233,835 shares — an estimated $13.2M sold.

Milford Funds first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $13.2M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Milford Funds reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
Milford Funds sold 233,835 Carrier Global shares in Q2 2026, an estimated $13.2M.
Milford Funds first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
Milford Funds's Carrier Global position peaked at $13.2M in Q1 2026.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.