Moisand Fitzgerald Tamayo’s Carrier Global CARR Stock Holding History

Moisand Fitzgerald Tamayo’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	$29.6K	Hold	403	–	–	﹤0.01%	250
2026 Q1	$22.7K	Hold	403	–	–	﹤0.01%	258
2025 Q4	$21.3K	Hold	403	–	–	﹤0.01%	270
2025 Q3	$24.1K	Hold	403	–	–	﹤0.01%	261
2025 Q2	$29.5K	Hold	403	–	–	﹤0.01%	240
2025 Q1	$25.6K	Hold	403	–	–	﹤0.01%	245
2024 Q4	$27.5K	Hold	403	–	–	﹤0.01%	240
2024 Q3	$32.4K	Hold	403	–	–	﹤0.01%	232
2024 Q2	$25.4K	Hold	403	–	–	﹤0.01%	224
2024 Q1	$23.4K	Hold	403	–	–	﹤0.01%	237
2023 Q4	$23.2K	Sell	403 -469	-54%	-$24.8K	﹤0.01%	244
2023 Q3	$48.1K	Hold	872	–	–	0.01%	182
2023 Q2	$43.3K	Hold	872	–	–	0.01%	186
2023 Q1	$39.9K	Hold	872	–	–	0.01%	201
2022 Q4	$36K	Buy	872 +354	+68%	+$14.4K	0.01%	194
2022 Q3	$18K	Buy	518 +49	+10%	+$1.93K	﹤0.01%	235
2022 Q2	$17K	Buy	+469	New	+$18.4K	﹤0.01%	235
2021 Q4	–	Sell	-1,150	Closed	-$60K	–	384
2021 Q3	$60K	Sell	1,150 -10	-0.9%	-$538	0.02%	135
2021 Q2	$56K	Buy	+1,160	New	+$51.8K	0.02%	142
2021 Q1	–	Sell	-9	Closed	–	–	360
2020 Q4	$0	Buy	+9	New	+$326	﹤0.01%	357
2020 Q3	–	Sell	-108	Closed	-$2K	–	329
2020 Q2	$2K	Buy	+108	New	+$2.01K	﹤0.01%	264

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CARR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Carrier Global (CARR) position steady in Q2 2026 at 403 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Moisand Fitzgerald Tamayo first reported a position in CARR in Q2 2020 and has held it in 21 quarters since. The position peaked at $60K in Q3 2021. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Moisand Fitzgerald Tamayo held 403 shares of Carrier Global worth $29.6K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #250 holding.
Moisand Fitzgerald Tamayo first reported a position in Carrier Global in Q2 2020 and has held it in 21 quarters since.
Moisand Fitzgerald Tamayo's Carrier Global position peaked at $60K in Q3 2021.
1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.