Relyea Zuckerberg Hanson’s Carrier Global CARR Stock Holding History

Relyea Zuckerberg Hanson’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	$258K	Buy	+3,512	New	+$230K	0.02%	258
2025 Q4	–	Sell	-3,737	Closed	-$223K	–	266
2025 Q3	$223K	Sell	3,737 -118	-3%	-$8.02K	0.02%	250
2025 Q2	$282K	Sell	3,855 -13	-0.3%	-$882	0.03%	219
2025 Q1	$245K	Sell	3,868 -799	-17%	-$53.1K	0.03%	231
2024 Q4	$319K	Sell	4,667 -50	-1%	-$3.77K	0.04%	196
2024 Q3	$380K	Buy	4,717 +74	+2%	+$5.15K	0.06%	171
2024 Q2	$293K	Sell	4,643 -488	-10%	-$30K	0.05%	187
2024 Q1	$298K	Buy	5,131 +1,589	+45%	+$89.3K	0.05%	183
2023 Q4	$203K	Buy	+3,542	New	+$187K	0.04%	213

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

Relyea Zuckerberg Hanson's CARR Position: Q2 2026 in Review

Relyea Zuckerberg Hanson opened a new position in Carrier Global (CARR) in Q2 2026: 3,512 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: Relyea Zuckerberg Hanson previously reported a position in CARR as recently as Q3 2025.

Relyea Zuckerberg Hanson first reported a position in CARR in Q4 2023 and has held it in 9 quarters since. The position peaked at $380K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Relyea Zuckerberg Hanson held 3,512 shares of Carrier Global worth $258K as of Q2 2026.
Carrier Global was a new Relyea Zuckerberg Hanson position in Q2 2026.
Carrier Global made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #258 holding.
Relyea Zuckerberg Hanson first reported a position in Carrier Global in Q4 2023 and has held it in 9 quarters since.
Relyea Zuckerberg Hanson's Carrier Global position peaked at $380K in Q3 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.