Morgan Stanley
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Morgan Stanley’s Carrier Global CARR Stock Holding History

Morgan Stanley’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 		$804M Sell
10,957,072
-1,304,143
-11% -$85.2M 0.04% 400
2026
Q1 		$690M Buy
12,261,215
+503,766
+4% +$29.8M 0.04% 421
2025
Q4 		$621M Buy
11,757,449
+210,952
+2% +$11.7M 0.04% 456
2025
Q3 		$689M Sell
11,546,497
-1,599,441
-12% -$109M 0.04% 417
2025
Q2 		$962M Sell
13,145,938
-1,299,358
-9% -$88.2M 0.06% 277
2025
Q1 		$916M Buy
14,445,296
+1,159,651
+9% +$77M 0.07% 284
2024
Q4 		$907M Buy
13,285,645
+2,522,360
+23% +$190M 0.06% 278
2024
Q3 		$866M Sell
10,763,285
-1,470,920
-12% -$102M 0.06% 287
2024
Q2 		$772M Sell
12,234,205
-1,495,604
-11% -$91.8M 0.06% 292
2024
Q1 		$798M Buy
13,729,809
+4,133,781
+43% +$232M 0.06% 273
2023
Q4 		$551M Buy
9,596,028
+350,762
+4% +$18.6M 0.05% 357
2023
Q3 		$510M Sell
9,245,266
-157,900
-2% -$8.69M 0.05% 351
2023
Q2 		$467M Buy
9,403,166
+334,926
+4% +$14.7M 0.05% 387
2023
Q1 		$415M Sell
9,068,240
-345,990
-4% -$15.5M 0.04% 417
2022
Q4 		$388M Buy
9,414,230
+1,443,747
+18% +$58.6M 0.04% 427
2022
Q3 		$283M Buy
7,970,483
+52,554
+0.7% +$2.07M 0.04% 449
2022
Q2 		$282M Buy
7,917,929
+3,408,754
+76% +$134M 0.04% 470
2022
Q1 		$207M Sell
4,509,175
-674,414
-13% -$31.8M 0.03% 515
2021
Q4 		$281M Sell
5,183,589
-290,283
-5% -$15.7M 0.03% 444
2021
Q3 		$283M Sell
5,473,872
-103,607
-2% -$5.58M 0.04% 415
2021
Q2 		$271M Buy
5,577,479
+1,589,475
+40% +$71M 0.04% 437
2021
Q1 		$168M Sell
3,988,004
-2,757,879
-41% -$107M 0.02% 539
2020
Q4 		$254M Buy
6,745,883
+2,501,097
+59% +$90.5M 0.04% 394
2020
Q3 		$130M Buy
4,244,786
+224,169
+6% +$6.34M 0.03% 506
2020
Q2 		$89.3M Buy
+4,020,617
New +$74.7M 0.02% 592

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

Morgan Stanley's CARR Position: Q2 2026 in Review

Morgan Stanley reduced its Carrier Global (CARR) stake by 11% in Q2 2026, selling an estimated $85.2M and leaving 10,957,072 shares worth $804M. The position accounts for 0.04% of the portfolio, ranked #400.

Morgan Stanley first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $962M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Morgan Stanley held 10,957,072 shares of Carrier Global worth $804M as of Q2 2026.
  • Morgan Stanley sold 1,304,143 Carrier Global shares in Q2 2026, an estimated $85.2M.
  • Carrier Global made up 0.04% of Morgan Stanley's portfolio in Q2 2026, its #400 holding.
  • Morgan Stanley first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Morgan Stanley's Carrier Global position peaked at $962M in Q2 2025.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.