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Morton Capital Management’s Carrier Global CARR Stock Holding History

Morton Capital Management’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 		$209K Buy
+2,847
New +$186K 0.03% 151
2025
Q3 		– Sell
-2,794
Closed -$204K – 134
2025
Q2 		$204K Buy
+2,794
New +$190K 0.04% 120
2025
Q1 		– Sell
-2,993
Closed -$204K – 112
2024
Q4 		$204K Buy
2,993
+1
+0% +$75 0.04% 110
2024
Q3 		$241K Buy
+2,992
New +$208K 0.05% 98

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

Morton Capital Management's CARR Position: Q2 2026 in Review

Morton Capital Management opened a new position in Carrier Global (CARR) in Q2 2026: 2,847 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Morton Capital Management previously reported a position in CARR as recently as Q2 2025.

Morton Capital Management first reported a position in CARR in Q3 2024 and has held it in 4 quarters since. The position peaked at $241K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Morton Capital Management held 2,847 shares of Carrier Global worth $209K as of Q2 2026.
  • Carrier Global was a new Morton Capital Management position in Q2 2026.
  • Carrier Global made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #151 holding.
  • Morton Capital Management first reported a position in Carrier Global in Q3 2024 and has held it in 4 quarters since.
  • Morton Capital Management's Carrier Global position peaked at $241K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.