RP
CARR icon

Riverwater Partners’s Carrier Global CARR Stock Holding History

Riverwater Partners’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 		$745K Sell
10,157
-2,072
-17% -$135K 0.22% 111
2026
Q1 		$689K Buy
12,229
+44
+0.4% +$2.6K 0.23% 112
2025
Q4 		$644K Buy
12,185
+1,463
+14% +$81.3K 0.25% 110
2025
Q3 		$640K Buy
10,722
+1,153
+12% +$78.3K 0.27% 105
2025
Q2 		$700K Sell
9,569
-14
-0.1% -$950 0.33% 92
2025
Q1 		$608K Buy
9,583
+1,347
+16% +$89.5K 0.31% 86
2024
Q4 		$562K Buy
8,236
+7
+0.1% +$528 0.27% 98
2024
Q3 		$663K Sell
8,229
-280
-3% -$19.5K 0.33% 84
2024
Q2 		$537K Hold
8,509
– – 0.4% 75
2024
Q1 		$495K Sell
8,509
-270
-3% -$15.2K 0.36% 78
2023
Q4 		$504K Hold
8,779
– – 0.4% 70
2023
Q3 		$485K Sell
8,779
-475
-5% -$26.1K 0.44% 68
2023
Q2 		$460K Buy
+9,254
New +$407K 0.41% 74
2022
Q2 		– Sell
-7,123
Closed -$327K – 193
2022
Q1 		$327K Buy
7,123
+177
+3% +$8.34K 0.54% 80
2021
Q4 		$377K Buy
+6,946
New +$375K 0.33% 105

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

Riverwater Partners's CARR Position: Q2 2026 in Review

Riverwater Partners reduced its Carrier Global (CARR) stake by 17% in Q2 2026, selling an estimated $135K and leaving 10,157 shares worth $745K. The position accounts for 0.22% of the portfolio, ranked #111.

Riverwater Partners first reported a position in CARR in Q4 2021 and has held it in 15 quarters since. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Riverwater Partners held 10,157 shares of Carrier Global worth $745K as of Q2 2026.
  • Riverwater Partners sold 2,072 Carrier Global shares in Q2 2026, an estimated $135K.
  • Carrier Global made up 0.22% of Riverwater Partners's portfolio in Q2 2026, its #111 holding.
  • Riverwater Partners first reported a position in Carrier Global in Q4 2021 and has held it in 15 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.