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NEOS Investment Management’s Carrier Global CARR Stock Holding History

NEOS Investment 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 		$9.41M Buy
128,243
+15,309
+14% +$1M 0.03% 279
2026
Q1 		$6.36M Buy
112,934
+2,764
+3% +$164K 0.03% 295
2025
Q4 		$5.82M Sell
110,170
-5,807
-5% -$323K 0.03% 311
2025
Q3 		$6.92M Buy
115,977
+37,196
+47% +$2.53M 0.05% 256
2025
Q2 		$5.77M Buy
78,781
+16,041
+26% +$1.09M 0.07% 223
2025
Q1 		$3.98M Buy
62,740
+11,253
+22% +$748K 0.08% 230
2024
Q4 		$3.51M Buy
51,487
+12,343
+32% +$931K 0.08% 218
2024
Q3 		$3.15M Buy
39,144
+8,120
+26% +$565K 0.1% 192
2024
Q2 		$1.96M Buy
31,024
+9,960
+47% +$612K 0.08% 221
2024
Q1 		$1.22M Buy
21,064
+9,195
+77% +$517K 0.08% 225
2023
Q4 		$682K Buy
11,869
+2,934
+33% +$155K 0.06% 231
2023
Q3 		$493K Buy
+8,935
New +$492K 0.06% 214

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

NEOS Investment Management's CARR Position: Q2 2026 in Review

NEOS Investment Management increased its Carrier Global (CARR) stake by 14% in Q2 2026, buying an estimated $1M and bringing the position to 128,243 shares worth $9.41M. The position accounts for 0.03% of the portfolio, ranked #279.

NEOS Investment Management first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • NEOS Investment Management held 128,243 shares of Carrier Global worth $9.41M as of Q2 2026.
  • NEOS Investment Management bought 15,309 Carrier Global shares in Q2 2026, an estimated $1M.
  • Carrier Global made up 0.03% of NEOS Investment Management's portfolio in Q2 2026, its #279 holding.
  • NEOS Investment Management first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.