Norris Perne & French’s Carrier Global CARR Stock Holding History

Norris Perne & French’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	–	Sell	-4,356	Closed	-$245K	–	157
2026 Q1	$245K	Buy	+4,356	New	+$258K	0.01%	139

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

Norris Perne & French's CARR Position: Q2 2026 in Review

Norris Perne & French sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 4,356 shares — an estimated $245K sold.

Norris Perne & French first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 1,639 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Norris Perne & French reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
Norris Perne & French sold 4,356 Carrier Global shares in Q2 2026, an estimated $245K.
Norris Perne & French first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
Norris Perne & French's Carrier Global position peaked at $245K in Q1 2026.
1,639 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.