Sanibel Captiva Trust Company’s Carrier Global CARR Stock Holding History

Sanibel Captiva Trust Company’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	$1.76M	Sell	24,029 -118	-0.5%	-$7.71K	0.04%	208
2026 Q1	$1.36M	Buy	24,147 +254	+1%	+$15K	0.04%	213
2025 Q4	$1.26M	Buy	23,893 +442	+2%	+$24.6K	0.03%	216
2025 Q3	$1.4M	Sell	23,451 -339	-1%	-$23K	0.04%	209
2025 Q2	$1.74M	Sell	23,790 -122	-0.5%	-$8.28K	0.05%	181
2025 Q1	$1.52M	Sell	23,912 -762	-3%	-$50.6K	0.05%	189
2024 Q4	$1.68M	Sell	24,674 -1,105	-4%	-$83.3K	0.05%	176
2024 Q3	$2.07M	Sell	25,779 -57	-0.2%	-$3.97K	0.07%	166
2024 Q2	$1.63M	Sell	25,836 -636	-2%	-$39.1K	0.06%	171
2024 Q1	$1.54M	Buy	26,472 +665	+3%	+$37.4K	0.05%	171
2023 Q4	$1.48M	Buy	+25,807	New	+$1.37M	0.05%	167

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

Sanibel Captiva Trust Company's CARR Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Carrier Global (CARR) stake by 0.49% in Q2 2026, selling an estimated $7.71K and leaving 24,029 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #208.

Sanibel Captiva Trust Company first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Sanibel Captiva Trust Company held 24,029 shares of Carrier Global worth $1.76M as of Q2 2026.
Sanibel Captiva Trust Company sold 118 Carrier Global shares in Q2 2026, an estimated $7.71K.
Carrier Global made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #208 holding.
Sanibel Captiva Trust Company first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Carrier Global position peaked at $2.07M in Q3 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.