Prudent Man Advisors’s Carrier Global CARR Stock Holding History

Prudent Man 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	$652K	Buy	8,890 +985	+12%	+$64.4K	0.15%	108
2026 Q1	$445K	Buy	7,905 +2,614	+49%	+$155K	0.13%	115
2025 Q4	$280K	Sell	5,291 -38	-0.7%	-$2.11K	0.1%	124
2025 Q3	$318K	Sell	5,329 -3,945	-43%	-$268K	0.12%	120
2025 Q2	$679K	Sell	9,274 -201	-2%	-$13.6K	0.22%	104
2025 Q1	$601K	Buy	9,475 +204	+2%	+$13.6K	0.22%	107
2024 Q4	$633K	Sell	9,271 -1,654	-15%	-$125K	0.23%	98
2024 Q3	$879K	Buy	+10,925	New	+$761K	0.29%	83

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

Prudent Man Advisors's CARR Position: Q2 2026 in Review

Prudent Man Advisors increased its Carrier Global (CARR) stake by 12% in Q2 2026, buying an estimated $64.4K and bringing the position to 8,890 shares worth $652K. The position accounts for 0.15% of the portfolio, ranked #108.

Prudent Man Advisors first reported a position in CARR in Q3 2024 and has held it in 8 quarters since. The position peaked at $879K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Prudent Man Advisors held 8,890 shares of Carrier Global worth $652K as of Q2 2026.
Prudent Man Advisors bought 985 Carrier Global shares in Q2 2026, an estimated $64.4K.
Carrier Global made up 0.15% of Prudent Man Advisors's portfolio in Q2 2026, its #108 holding.
Prudent Man Advisors first reported a position in Carrier Global in Q3 2024 and has held it in 8 quarters since.
Prudent Man Advisors's Carrier Global position peaked at $879K in Q3 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.