RWM
CARR icon

Ritholtz Wealth Management’s Carrier Global CARR Stock Holding History

Ritholtz Wealth 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 		$1.33M Buy
18,167
+1,572
+9% +$103K 0.02% 537
2026
Q1 		$934K Buy
16,595
+3,174
+24% +$188K 0.02% 564
2025
Q4 		$709K Buy
13,421
+3,946
+42% +$219K 0.01% 613
2025
Q3 		$566K Buy
9,475
+4,936
+109% +$335K 0.01% 648
2025
Q2 		$332K Buy
4,539
+571
+14% +$38.7K 0.01% 765
2025
Q1 		$252K Buy
3,968
+1,007
+34% +$66.9K 0.01% 797
2024
Q4 		$202K Sell
2,961
-77
-3% -$5.81K 0.01% 811
2024
Q3 		$245K Sell
3,038
-227
-7% -$15.8K 0.01% 759
2024
Q2 		$206K Buy
+3,265
New +$200K 0.01% 760
2022
Q1 		– Sell
-3,772
Closed -$205K – 558
2021
Q4 		$205K Buy
+3,772
New +$204K 0.01% 503
2021
Q3 		– Sell
-4,306
Closed -$209K – 528
2021
Q2 		$209K Buy
+4,306
New +$192K 0.02% 446

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

Ritholtz Wealth Management's CARR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Carrier Global (CARR) stake by 9.5% in Q2 2026, buying an estimated $103K and bringing the position to 18,167 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #537.

Ritholtz Wealth Management first reported a position in CARR in Q2 2021 and has held it in 11 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ritholtz Wealth Management held 18,167 shares of Carrier Global worth $1.33M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,572 Carrier Global shares in Q2 2026, an estimated $103K.
  • Carrier Global made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Ritholtz Wealth Management first reported a position in Carrier Global in Q2 2021 and has held it in 11 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.