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Savant Capital’s Carrier Global CARR Stock Holding History

Savant Capital’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 		$3.85M Buy
53,238
+8,150
+18% +$533K 0.01% 458
2026
Q1 		$2.54M Buy
45,088
+4,898
+12% +$290K 0.01% 381
2025
Q4 		$2.12M Sell
40,190
-2,610
-6% -$145K 0.01% 397
2025
Q3 		$2.56M Sell
42,800
-2,264
-5% -$154K 0.02% 347
2025
Q2 		$3.3M Buy
45,064
+3,516
+8% +$239K 0.02% 270
2025
Q1 		$2.63M Sell
41,548
-3,953
-9% -$263K 0.02% 284
2024
Q4 		$3.11M Sell
45,501
-4,755
-9% -$359K 0.02% 317
2024
Q3 		$4.05M Buy
50,256
+17,848
+55% +$1.24M 0.03% 261
2024
Q2 		$2.04M Buy
32,408
+162
+0.5% +$9.95K 0.02% 367
2024
Q1 		$1.87M Buy
32,246
+1,144
+4% +$64.3K 0.02% 368
2023
Q4 		$1.79M Sell
31,102
-4,728
-13% -$250K 0.02% 312
2023
Q3 		$1.98M Sell
35,830
-1,101
-3% -$60.6K 0.03% 267
2023
Q2 		$1.84M Buy
36,931
+499
+1% +$22K 0.03% 275
2023
Q1 		$1.67M Sell
36,432
-1,065
-3% -$47.7K 0.03% 249
2022
Q4 		$1.49M Buy
37,497
+5,162
+16% +$209K 0.04% 201
2022
Q3 		$1.15M Buy
32,335
+659
+2% +$26K 0.04% 217
2022
Q2 		$1.13M Sell
31,676
-1,059
-3% -$41.6K 0.03% 217
2022
Q1 		$1.5M Buy
32,735
+2,199
+7% +$104K 0.05% 191
2021
Q4 		$1.66M Buy
30,536
+672
+2% +$36.3K 0.05% 186
2021
Q3 		$1.55M Sell
29,864
-515
-2% -$27.7K 0.06% 173
2021
Q2 		$1.48M Buy
30,379
+1,398
+5% +$62.5K 0.06% 165
2021
Q1 		$1.22M Buy
28,981
+849
+3% +$33K 0.07% 173
2020
Q4 		$1.06M Buy
28,132
+193
+0.7% +$6.99K 0.06% 182
2020
Q3 		$853K Buy
27,939
+39
+0.1% +$1.1K 0.06% 190
2020
Q2 		$620K Buy
+27,900
New +$518K 0.05% 217

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

Savant Capital's CARR Position: Q2 2026 in Review

Savant Capital increased its Carrier Global (CARR) stake by 18% in Q2 2026, buying an estimated $533K and bringing the position to 53,238 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #458.

Savant Capital first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.05M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Savant Capital held 53,238 shares of Carrier Global worth $3.85M as of Q2 2026.
  • Savant Capital bought 8,150 Carrier Global shares in Q2 2026, an estimated $533K.
  • Carrier Global made up 0.01% of Savant Capital's portfolio in Q2 2026, its #458 holding.
  • Savant Capital first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Savant Capital's Carrier Global position peaked at $4.05M in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.