Sumitomo Mitsui Trust Group
CARR icon

Sumitomo Mitsui Trust Group’s Carrier Global CARR Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$85M Sell
1,548,516
-68,081
-4% -$4.22M 0.05% 323
2026
Q2 		$119M Sell
1,616,597
-12,121
-0.7% -$792K 0.07% 265
2026
Q1 		$91.7M Sell
1,628,718
-86,487
-5% -$5.12M 0.06% 294
2025
Q4 		$90.6M Sell
1,715,205
-116,642
-6% -$6.48M 0.05% 310
2025
Q3 		$109M Sell
1,831,847
-11,751
-0.6% -$798K 0.06% 281
2025
Q2 		$135M Sell
1,843,598
-17,721
-1% -$1.2M 0.08% 222
2025
Q1 		$118M Sell
1,861,319
-17,717
-0.9% -$1.18M 0.08% 237
2024
Q4 		$128M Buy
1,879,036
+16,993
+0.9% +$1.28M 0.09% 219
2024
Q3 		$150M Buy
1,862,043
+19,331
+1% +$1.35M 0.1% 194
2024
Q2 		$116M Sell
1,842,712
-254,226
-12% -$15.6M 0.09% 223
2024
Q1 		$122M Sell
2,096,938
-51,469
-2% -$2.89M 0.08% 242
2023
Q4 		$123M Sell
2,148,407
-79,132
-4% -$4.19M 0.09% 229
2023
Q3 		$123M Sell
2,227,539
-65,048
-3% -$3.58M 0.1% 209
2023
Q2 		$114M Sell
2,292,587
-189,599
-8% -$8.34M 0.09% 233
2023
Q1 		$114M Sell
2,482,186
-126,658
-5% -$5.67M 0.08% 256
2022
Q4 		$108M Sell
2,608,844
-161,516
-6% -$6.55M 0.09% 270
2022
Q3 		$98.5M Sell
2,770,360
-216,383
-7% -$8.52M 0.08% 289
2022
Q2 		$107M Sell
2,986,743
-397,679
-12% -$15.6M 0.08% 284
2022
Q1 		$155M Sell
3,384,422
-261,813
-7% -$12.3M 0.1% 216
2021
Q4 		$198M Sell
3,646,235
-819,222
-18% -$44.2M 0.12% 184
2021
Q3 		$231M Buy
4,465,457
+53,902
+1% +$2.9M 0.14% 150
2021
Q2 		$214M Sell
4,411,555
-203,632
-4% -$9.1M 0.13% 182
2021
Q1 		$195M Buy
4,615,187
+1,260,073
+38% +$49M 0.12% 192
2020
Q4 		$127M Buy
3,355,114
+29,793
+0.9% +$1.08M 0.08% 273
2020
Q3 		$102M Sell
3,325,321
-217,089
-6% -$6.14M 0.07% 303
2020
Q2 		$78.7M Buy
+3,542,410
New +$65.8M 0.06% 364

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CARR Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Carrier Global (CARR) stake by 4.2% in Q3 2026, selling an estimated $4.22M and leaving 1,548,516 shares worth $85M. The position accounts for 0.05% of the portfolio, ranked #323.

Sumitomo Mitsui Trust Group first reported a position in CARR in Q2 2020 and has held it in 26 quarters since. The position peaked at $231M in Q3 2021. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 1,548,516 shares of Carrier Global worth $85M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 68,081 Carrier Global shares in Q3 2026, an estimated $4.22M.
  • Carrier Global made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #323 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Carrier Global in Q2 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Carrier Global position peaked at $231M in Q3 2021.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.