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Millstone Evans Group’s Carrier Global CARR Stock Holding History

Millstone Evans 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 		$6.46K Buy
88
+19
+28% +$1.24K ﹤0.01% 646
2026
Q1 		$3.88K Buy
+69
New +$4.08K ﹤0.01% 686
2025
Q2 		– Sell
-26
Closed -$1.65K – 771
2025
Q1 		$1.65K Hold
26
– – ﹤0.01% 712
2024
Q4 		$1.77K Buy
+26
New +$1.96K ﹤0.01% 656

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

Millstone Evans Group's CARR Position: Q2 2026 in Review

Millstone Evans Group increased its Carrier Global (CARR) stake by 28% in Q2 2026, buying an estimated $1.24K and bringing the position to 88 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Millstone Evans Group first reported a position in CARR in Q4 2024 and has held it in 4 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Millstone Evans Group held 88 shares of Carrier Global worth $6.46K as of Q2 2026.
  • Millstone Evans Group bought 19 Carrier Global shares in Q2 2026, an estimated $1.24K.
  • Carrier Global made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #646 holding.
  • Millstone Evans Group first reported a position in Carrier Global in Q4 2024 and has held it in 4 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.