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Richardson Capital Management’s Carrier Global CARR Stock Holding History

Richardson Capital 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 		$159K Buy
2,163
+9
+0.4% +$588 0.07% 61
2026
Q1 		$121K Buy
2,154
+8
+0.4% +$474 0.06% 68
2025
Q4 		$113K Buy
2,146
+9
+0.4% +$500 0.06% 60
2025
Q3 		$128K Buy
2,137
+7
+0.3% +$476 0.06% 54
2025
Q2 		$156K Buy
2,130
+7
+0.3% +$475 0.08% 46
2025
Q1 		$135K Buy
2,123
+7
+0.3% +$465 0.08% 47
2024
Q4 		$144K Buy
2,116
+5
+0.2% +$377 0.09% 46
2024
Q3 		$170K Buy
2,111
+7
+0.3% +$487 0.12% 31
2024
Q2 		$133K Buy
2,104
+6
+0.3% +$368 0.1% 42
2024
Q1 		$122K Buy
2,098
+7
+0.3% +$393 0.1% 38
2023
Q4 		$120K Buy
+2,091
New +$111K 0.12% 38

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Richardson Capital Management's CARR Position: Q2 2026 in Review

Richardson Capital Management increased its Carrier Global (CARR) stake by 0.42% in Q2 2026, buying an estimated $588 and bringing the position to 2,163 shares worth $159K. The position accounts for 0.07% of the portfolio, ranked #61.

Richardson Capital Management first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $170K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Richardson Capital Management held 2,163 shares of Carrier Global worth $159K as of Q2 2026.
  • Richardson Capital Management bought 9 Carrier Global shares in Q2 2026, an estimated $588.
  • Carrier Global made up 0.07% of Richardson Capital Management's portfolio in Q2 2026, its #61 holding.
  • Richardson Capital Management first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's Carrier Global position peaked at $170K in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.