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Sky-Mountain Capital Management’s Carrier Global CARR Stock Holding History

Sky-Mountain Capital Management’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 		$371K Hold
5,059
– – 0.27% 32
2026
Q1 		$285K Hold
5,059
– – 0.2% 31
2025
Q4 		$290K Hold
5,059
– – 0.19% 31
2025
Q3 		$287K Hold
5,059
– – 0.2% 31
2025
Q2 		$336K Hold
5,059
– – 0.22% 30
2025
Q1 		$321K Buy
+5,059
New +$336K 0.27% 26

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-Mountain Capital Management's CARR Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Carrier Global (CARR) position steady in Q2 2026 at 5,059 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #32.

Sky-Mountain Capital Management first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. 1,636 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sky-Mountain Capital Management held 5,059 shares of Carrier Global worth $371K as of Q2 2026.
  • Sky-Mountain Capital Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.27% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #32 holding.
  • Sky-Mountain Capital Management first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
  • 1,636 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.