Ridgewood Investments’s Carrier Global CARR Stock Holding History

Ridgewood Investments’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	$1.77M	Buy	24,063 +2,751	+13%	+$180K	0.66%	40
2026 Q1	$1.2M	Buy	+21,312	New	+$1.26M	0.49%	60
2025 Q3	$754K	Buy	12,633 +7,849	+164%	+$533K	0.32%	95
2025 Q2	$350K	Buy	4,784 +3,065	+178%	+$208K	0.15%	152
2025 Q1	$109K	Buy	+1,719	New	+$114K	0.05%	238
2024 Q3	–	Sell	-2,528	Closed	-$159K	–	737
2024 Q2	$159K	Buy	+2,528	New	+$155K	0.08%	200
2023 Q3	–	Sell	-2,528	Closed	-$126K	–	256
2023 Q2	$126K	Buy	2,528 +1,500	+146%	+$66K	0.07%	214
2023 Q1	$47K	Buy	+1,028	New	+$46K	0.03%	349

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Ridgewood Investments's CARR Position: Q2 2026 in Review

Ridgewood Investments increased its Carrier Global (CARR) stake by 13% in Q2 2026, buying an estimated $180K and bringing the position to 24,063 shares worth $1.77M. The position accounts for 0.66% of the portfolio, ranked #40.

Ridgewood Investments first reported a position in CARR in Q1 2023 and has held it in 8 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Ridgewood Investments held 24,063 shares of Carrier Global worth $1.77M as of Q2 2026.
Ridgewood Investments bought 2,751 Carrier Global shares in Q2 2026, an estimated $180K.
Carrier Global made up 0.66% of Ridgewood Investments's portfolio in Q2 2026, its #40 holding.
Ridgewood Investments first reported a position in Carrier Global in Q1 2023 and has held it in 8 quarters since.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.