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SummitTX Capital’s Carrier Global CARR Stock Holding History

SummitTX Capital’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 		$1.46M Buy
+19,864
New +$1.3M 0.04% 389
2026
Q1 		– Sell
-128,819
Closed -$6.81M – 790
2025
Q4 		$6.81M Buy
+128,819
New +$7.16M 0.21% 120
2025
Q2 		– Sell
-7,600
Closed -$482K – 773
2025
Q1 		$482K Buy
+7,600
New +$505K 0.02% 561

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

SummitTX Capital's CARR Position: Q2 2026 in Review

SummitTX Capital opened a new position in Carrier Global (CARR) in Q2 2026: 19,864 shares worth $1.46M. The stake represents 0.04% of the portfolio and ranks #389 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in CARR as recently as Q4 2025.

SummitTX Capital first reported a position in CARR in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.81M in Q4 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • SummitTX Capital held 19,864 shares of Carrier Global worth $1.46M as of Q2 2026.
  • Carrier Global was a new SummitTX Capital position in Q2 2026.
  • Carrier Global made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #389 holding.
  • SummitTX Capital first reported a position in Carrier Global in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Carrier Global position peaked at $6.81M in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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