SPC
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Spirepoint Private Client’s Carrier Global CARR Stock Holding History

Spirepoint Private Client’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 		$502K Sell
6,848
-164
-2% -$10.7K 0.04% 202
2026
Q1 		$395K Buy
7,012
+330
+5% +$19.5K 0.04% 213
2025
Q4 		$353K Sell
6,682
-54,012
-89% -$3M 0.03% 211
2025
Q3 		$3.62M Buy
60,694
+51,324
+548% +$3.49M 0.38% 61
2025
Q2 		$686K Sell
9,370
-28
-0.3% -$1.9K 0.08% 132
2025
Q1 		$596K Buy
9,398
+1,146
+14% +$76.1K 0.08% 121
2024
Q4 		$563K Buy
8,252
+465
+6% +$35.1K 0.07% 136
2024
Q3 		$627K Buy
7,787
+481
+7% +$33.5K 0.08% 130
2024
Q2 		$461K Buy
7,306
+894
+14% +$54.9K 0.07% 140
2024
Q1 		$373K Buy
+6,412
New +$360K 0.06% 145

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

Spirepoint Private Client's CARR Position: Q2 2026 in Review

Spirepoint Private Client reduced its Carrier Global (CARR) stake by 2.3% in Q2 2026, selling an estimated $10.7K and leaving 6,848 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #202.

Spirepoint Private Client first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.62M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Spirepoint Private Client held 6,848 shares of Carrier Global worth $502K as of Q2 2026.
  • Spirepoint Private Client sold 164 Carrier Global shares in Q2 2026, an estimated $10.7K.
  • Carrier Global made up 0.04% of Spirepoint Private Client's portfolio in Q2 2026, its #202 holding.
  • Spirepoint Private Client first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Carrier Global position peaked at $3.62M in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.