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Sky Investment Group’s Carrier Global CARR Stock Holding History

Sky Investment 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 		$609K Sell
8,304
-250
-3% -$16.3K 0.1% 108
2026
Q1 		$482K Sell
8,554
-286
-3% -$16.9K 0.08% 115
2025
Q4 		$467K Buy
8,840
+21
+0.2% +$1.17K 0.08% 111
2025
Q3 		$526K Hold
8,819
– – 0.09% 105
2025
Q2 		$645K Sell
8,819
-10
-0.1% -$679 0.11% 99
2025
Q1 		$560K Hold
8,829
– – 0.1% 99
2024
Q4 		$603K Sell
8,829
-195
-2% -$14.7K 0.11% 95
2024
Q3 		$726K Sell
9,024
-108
-1% -$7.52K 0.13% 88
2024
Q2 		$576K Hold
9,132
– – 0.11% 94
2024
Q1 		$531K Sell
9,132
-125
-1% -$7.02K 0.1% 94
2023
Q4 		$532K Sell
9,257
-5
-0.1% -$265 0.11% 92
2023
Q3 		$511K Buy
9,262
+500
+6% +$27.5K 0.12% 93
2023
Q2 		$436K Sell
8,762
-325
-4% -$14.3K 0.09% 100
2023
Q1 		$416K Sell
9,087
-110
-1% -$4.92K 0.09% 99
2022
Q4 		$379K Sell
9,197
-290
-3% -$11.8K 0.09% 101
2022
Q3 		$337K Buy
9,487
+70
+0.7% +$2.76K 0.09% 105
2022
Q2 		$336K Hold
9,417
– – 0.08% 106
2022
Q1 		$432K Sell
9,417
-800
-8% -$37.7K 0.09% 98
2021
Q4 		$554K Hold
10,217
– – 0.11% 95
2021
Q3 		$529K Sell
10,217
-100
-1% -$5.38K 0.12% 96
2021
Q2 		$501K Sell
10,317
-1,140
-10% -$50.9K 0.11% 98
2021
Q1 		$484K Sell
11,457
-515
-4% -$20K 0.12% 94
2020
Q4 		$452K Sell
11,972
-4,383
-27% -$159K 0.11% 92
2020
Q3 		$499K Buy
+16,355
New +$463K 0.14% 90

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

Sky Investment Group's CARR Position: Q2 2026 in Review

Sky Investment Group reduced its Carrier Global (CARR) stake by 2.9% in Q2 2026, selling an estimated $16.3K and leaving 8,304 shares worth $609K. The position accounts for 0.1% of the portfolio, ranked #108.

Sky Investment Group first reported a position in CARR in Q3 2020 and has held it in 24 quarters since. The position peaked at $726K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sky Investment Group held 8,304 shares of Carrier Global worth $609K as of Q2 2026.
  • Sky Investment Group sold 250 Carrier Global shares in Q2 2026, an estimated $16.3K.
  • Carrier Global made up 0.1% of Sky Investment Group's portfolio in Q2 2026, its #108 holding.
  • Sky Investment Group first reported a position in Carrier Global in Q3 2020 and has held it in 24 quarters since.
  • Sky Investment Group's Carrier Global position peaked at $726K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.