Nancy E. Dempze’s Carrier Global CARR Stock Holding History

Nancy E. Dempze’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	$401K	Sell	5,472 -7,112	-57%	-$465K	0.19%	66
2026 Q1	$709K	Sell	12,584 -2,774	-18%	-$164K	0.39%	52
2025 Q4	$812K	Sell	15,358 -37,283	-71%	-$2.07M	0.42%	48
2025 Q3	$3.14M	Buy	52,641 +2,563	+5%	+$174K	1.73%	23
2025 Q2	$3.67M	Buy	50,078 +2,319	+5%	+$157K	2.11%	19
2025 Q1	$3.03M	Buy	47,759 +10,277	+27%	+$683K	1.82%	23
2024 Q4	$2.56M	Buy	37,482 +6,372	+20%	+$481K	1.48%	26
2024 Q3	$2.5M	Buy	31,110 +10,925	+54%	+$761K	1.4%	25
2024 Q2	$1.27M	Buy	20,185 +9,790	+94%	+$601K	0.87%	34
2024 Q1	$604K	Buy	+10,395	New	+$584K	0.46%	43

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

Nancy E. Dempze's CARR Position: Q2 2026 in Review

Nancy E. Dempze reduced its Carrier Global (CARR) stake by 57% in Q2 2026, selling an estimated $465K and leaving 5,472 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #66.

Nancy E. Dempze first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q2 2025. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Nancy E. Dempze held 5,472 shares of Carrier Global worth $401K as of Q2 2026.
Nancy E. Dempze sold 7,112 Carrier Global shares in Q2 2026, an estimated $465K.
Carrier Global made up 0.19% of Nancy E. Dempze's portfolio in Q2 2026, its #66 holding.
Nancy E. Dempze first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
Nancy E. Dempze's Carrier Global position peaked at $3.67M in Q2 2025.
1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.