SSG
CARR icon

Summit Securities Group’s Carrier Global CARR Stock Holding History

Summit Securities 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 		$101K Buy
1,371
+1,242
+963% +$81.2K 0.01% 390
2026
Q1 		$7.26K Sell
129
-1,047
-89% -$62K ﹤0.01% 728
2025
Q4 		$62.1K Sell
1,176
-203
-15% -$11.3K 0.01% 563
2025
Q3 		$82.3K Buy
1,379
+843
+157% +$57.3K 0.02% 429
2025
Q2 		$39.2K Buy
+536
New +$36.4K 0.01% 568
2023
Q3 		– Sell
-1,091
Closed -$54K – 615
2023
Q2 		$54K Sell
1,091
-545
-33% -$24K 0.01% 396
2023
Q1 		$75K Sell
1,636
-6,490
-80% -$290K 0.01% 346
2022
Q4 		$335K Buy
8,126
+316
+4% +$12.8K 0.01% 319
2022
Q3 		$278K Buy
7,810
+6,036
+340% +$238K 0.02% 360
2022
Q2 		$63K Buy
1,774
+1,424
+407% +$55.9K 0.01% 499
2022
Q1 		$16K Sell
350
-8,441
-96% -$397K ﹤0.01% 751
2021
Q4 		$477K Buy
+8,791
New +$474K 0.02% 384

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

Summit Securities Group's CARR Position: Q2 2026 in Review

Summit Securities Group increased its Carrier Global (CARR) stake by 963% in Q2 2026, buying an estimated $81.2K and bringing the position to 1,371 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #390.

Summit Securities Group first reported a position in CARR in Q4 2021 and has held it in 12 quarters since. The position peaked at $477K in Q4 2021. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Summit Securities Group held 1,371 shares of Carrier Global worth $101K as of Q2 2026.
  • Summit Securities Group bought 1,242 Carrier Global shares in Q2 2026, an estimated $81.2K.
  • Carrier Global made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #390 holding.
  • Summit Securities Group first reported a position in Carrier Global in Q4 2021 and has held it in 12 quarters since.
  • Summit Securities Group's Carrier Global position peaked at $477K in Q4 2021.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.