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Sone Capital Management’s Carrier Global CARR Stock Holding History

Sone 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 		$13.8M Buy
+188,214
New +$12.3M 1.05% 41
2025
Q3 		– Sell
-163,552
Closed -$12M – 101
2025
Q2 		$12M Buy
163,552
+101,443
+163% +$6.88M 1.1% 34
2025
Q1 		$3.94M Buy
62,109
+33,157
+115% +$2.2M 0.41% 78
2024
Q4 		$1.98M Buy
+28,952
New +$2.18M 0.25% 95

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

Sone Capital Management's CARR Position: Q2 2026 in Review

Sone Capital Management opened a new position in Carrier Global (CARR) in Q2 2026: 188,214 shares worth $13.8M. The stake represents 1.05% of the portfolio and ranks #41 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in CARR as recently as Q2 2025.

Sone Capital Management first reported a position in CARR in Q4 2024 and has held it in 4 quarters since. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sone Capital Management held 188,214 shares of Carrier Global worth $13.8M as of Q2 2026.
  • Carrier Global was a new Sone Capital Management position in Q2 2026.
  • Carrier Global made up 1.05% of Sone Capital Management's portfolio in Q2 2026, its #41 holding.
  • Sone Capital Management first reported a position in Carrier Global in Q4 2024 and has held it in 4 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.