Schroder Investment Management Group
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Schroder Investment Management Group’s Carrier Global CARR Stock Holding History

Schroder Investment Management Group’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 		$433M Buy
5,897,380
+907,084
+18% +$59.3M 0.31% 69
2026
Q1 		$271M Sell
4,990,296
-256,798
-5% -$15.2M 0.22% 99
2025
Q4 		$277M Sell
5,247,094
-27,421
-0.5% -$1.52M 0.21% 93
2025
Q3 		$315M Sell
5,274,515
-1,372,393
-21% -$93.2M 0.25% 80
2025
Q2 		$486M Buy
6,646,908
+134,785
+2% +$9.15M 0.41% 51
2025
Q1 		$413M Buy
6,512,123
+3,378,361
+108% +$224M 0.42% 54
2024
Q4 		$214M Sell
3,133,762
-537,514
-15% -$40.5M 0.2% 98
2024
Q3 		$296M Buy
3,671,276
+744,920
+25% +$51.9M 0.3% 71
2024
Q2 		$185M Buy
2,926,356
+2,797,979
+2,180% +$172M 0.2% 94
2024
Q1 		$7.46M Buy
128,377
+16,868
+15% +$948K 0.01% 709
2023
Q4 		$6.41M Sell
111,509
-2,615
-2% -$138K 0.01% 719
2023
Q3 		$6.3M Buy
114,124
+7,717
+7% +$425K 0.01% 697
2023
Q2 		$5.29M Sell
106,407
-13,085
-11% -$576K 0.01% 776
2023
Q1 		$5.47M Sell
119,492
-4,052
-3% -$181K 0.01% 767
2022
Q4 		$5.1M Sell
123,544
-12,390
-9% -$503K 0.01% 776
2022
Q3 		$4.83M Buy
135,934
+2,190
+2% +$86.2K 0.01% 775
2022
Q2 		$4.79M Sell
133,744
-1,886
-1% -$74K 0.01% 796
2022
Q1 		$6.45M Buy
135,630
+74,490
+122% +$3.51M 0.01% 777
2021
Q4 		$3.32M Sell
61,140
-12,781
-17% -$690K ﹤0.01% 836
2021
Q3 		$3.83M Sell
73,921
-6,096
-8% -$328K 0.01% 837
2021
Q2 		$3.89M Buy
80,017
+5,545
+7% +$248K ﹤0.01% 878
2021
Q1 		$3.14M Buy
74,472
+31,813
+75% +$1.24M ﹤0.01% 923
2020
Q4 		$1.61M Buy
42,659
+4,942
+13% +$179K ﹤0.01% 1040
2020
Q3 		$1.18M Sell
37,717
-20,101
-35% -$569K ﹤0.01% 984
2020
Q2 		$1.28M Buy
+57,818
New +$1.07M ﹤0.01% 882

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

Schroder Investment Management Group's CARR Position: Q2 2026 in Review

Schroder Investment Management Group increased its Carrier Global (CARR) stake by 18% in Q2 2026, buying an estimated $59.3M and bringing the position to 5,897,380 shares worth $433M. The position accounts for 0.31% of the portfolio, ranked #69.

Schroder Investment Management Group first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $486M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Schroder Investment Management Group held 5,897,380 shares of Carrier Global worth $433M as of Q2 2026.
  • Schroder Investment Management Group bought 907,084 Carrier Global shares in Q2 2026, an estimated $59.3M.
  • Carrier Global made up 0.31% of Schroder Investment Management Group's portfolio in Q2 2026, its #69 holding.
  • Schroder Investment Management Group first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Schroder Investment Management Group's Carrier Global position peaked at $486M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.