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MSH Capital Advisors’s Carrier Global CARR Stock Holding History

MSH Capital Advisors’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 		$307K Buy
4,188
+26
+0.6% +$1.7K 0.05% 257
2026
Q1 		$234K Buy
4,162
+55
+1% +$3.26K 0.05% 249
2025
Q4 		$217K Buy
4,107
+107
+3% +$5.95K 0.05% 259
2025
Q3 		$239K Hold
4,000
– – 0.06% 224
2025
Q2 		$293K Hold
4,000
– – 0.08% 194
2025
Q1 		$254K Sell
4,000
-50
-1% -$3.32K 0.08% 202
2024
Q4 		$276K Sell
4,050
-400
-9% -$30.2K 0.09% 191
2024
Q3 		$358K Sell
4,450
-100
-2% -$6.96K 0.11% 174
2024
Q2 		$287K Sell
4,550
-222
-5% -$13.6K 0.1% 189
2024
Q1 		$277K Sell
4,772
-458
-9% -$25.7K 0.1% 181
2023
Q4 		$300K Hold
5,230
– – 0.11% 162
2023
Q3 		$289K Hold
5,230
– – 0.11% 172
2023
Q2 		$260K Buy
+5,230
New +$230K 0.1% 185

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

MSH Capital Advisors's CARR Position: Q2 2026 in Review

MSH Capital Advisors increased its Carrier Global (CARR) stake by 0.62% in Q2 2026, buying an estimated $1.7K and bringing the position to 4,188 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #257.

MSH Capital Advisors first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $358K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MSH Capital Advisors held 4,188 shares of Carrier Global worth $307K as of Q2 2026.
  • MSH Capital Advisors bought 26 Carrier Global shares in Q2 2026, an estimated $1.7K.
  • Carrier Global made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #257 holding.
  • MSH Capital Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
  • MSH Capital Advisors's Carrier Global position peaked at $358K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.