MA
CARR icon

Mutual Advisors’s Carrier Global CARR Stock Holding History

Mutual 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 		$791K Buy
10,782
+78
+0.7% +$5.1K 0.01% 733
2026
Q1 		$603K Sell
10,704
-19,520
-65% -$1.16M 0.01% 795
2025
Q4 		$1.6M Buy
30,224
+2,873
+11% +$160K 0.03% 418
2025
Q3 		$1.56M Buy
27,351
+15,188
+125% +$1.03M 0.03% 429
2025
Q2 		$982K Buy
12,163
+6,657
+121% +$452K 0.02% 523
2025
Q1 		$331K Buy
5,506
+298
+6% +$19.8K 0.01% 876
2024
Q4 		$363K Sell
5,208
-276
-5% -$20.8K 0.01% 825
2024
Q3 		$400K Buy
5,484
+56
+1% +$3.9K 0.01% 783
2024
Q2 		$367K Buy
5,428
+37
+0.7% +$2.27K 0.01% 824
2024
Q1 		$313K Buy
5,391
+93
+2% +$5.22K 0.01% 849
2023
Q4 		$304K Sell
5,298
-86
-2% -$4.55K 0.01% 818
2023
Q3 		$297K Sell
5,384
-1,532
-22% -$84.3K 0.01% 778
2023
Q2 		$344K Buy
6,916
+1,822
+36% +$80.2K 0.01% 767
2023
Q1 		$233K Sell
5,094
-1,301
-20% -$58.2K 0.01% 868
2022
Q4 		$264K Sell
6,395
-1,193
-16% -$48.4K 0.01% 781
2022
Q3 		$270K Buy
7,588
+1,093
+17% +$43K 0.01% 744
2022
Q2 		$232K Sell
6,495
-1,774
-21% -$69.6K 0.02% 749
2022
Q1 		$379K Sell
8,269
-2,036
-20% -$95.9K 0.02% 650
2021
Q4 		$559K Sell
10,305
-511
-5% -$27.6K 0.03% 543
2021
Q3 		$560K Buy
10,816
+3,035
+39% +$163K 0.03% 510
2021
Q2 		$378K Buy
7,781
+526
+7% +$23.5K 0.02% 617
2021
Q1 		$306K Sell
7,255
-1,977
-21% -$76.9K 0.02% 626
2020
Q4 		$348K Buy
9,232
+1,537
+20% +$55.6K 0.03% 566
2020
Q3 		$235K Sell
7,695
-2,431
-24% -$68.8K 0.02% 599
2020
Q2 		$225K Buy
+10,126
New +$188K 0.02% 571

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

Mutual Advisors's CARR Position: Q2 2026 in Review

Mutual Advisors increased its Carrier Global (CARR) stake by 0.73% in Q2 2026, buying an estimated $5.1K and bringing the position to 10,782 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #733.

Mutual Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mutual Advisors held 10,782 shares of Carrier Global worth $791K as of Q2 2026.
  • Mutual Advisors bought 78 Carrier Global shares in Q2 2026, an estimated $5.1K.
  • Carrier Global made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #733 holding.
  • Mutual Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Carrier Global position peaked at $1.6M in Q4 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.