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Plato Investment Management’s Carrier Global CARR Stock Holding History

Plato 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 		$814K Hold
11,159
– – 0.05% 299
2026
Q1 		$629K Hold
11,159
– – 0.04% 330
2025
Q4 		$593K Sell
11,159
-1,190
-10% -$66.2K 0.04% 331
2025
Q3 		$732K Hold
12,349
– – 0.05% 306
2025
Q2 		$901K Buy
12,349
+6,781
+122% +$460K 0.07% 275
2025
Q1 		$357K Hold
5,568
– – 0.03% 356
2024
Q4 		$381K Sell
5,568
-4,615
-45% -$348K 0.03% 365
2024
Q3 		$819K Hold
10,183
– – 0.07% 268
2024
Q2 		$642K Sell
10,183
-16,198
-61% -$995K 0.06% 256
2024
Q1 		$1.53M Buy
26,381
+25,866
+5,023% +$1.45M 0.16% 155
2023
Q4 		$29.6K Buy
+515
New +$27.3K 0.04% 282

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 $3.38T AUM 44.17% 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

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

Plato Investment Management held its Carrier Global (CARR) position steady in Q2 2026 at 11,159 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #299.

Plato Investment Management first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q1 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Plato Investment Management held 11,159 shares of Carrier Global worth $814K as of Q2 2026.
  • Plato Investment Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #299 holding.
  • Plato Investment Management first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Carrier Global position peaked at $1.53M in Q1 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.