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Swiss Life Asset Management’s Carrier Global CARR Stock Holding History

Swiss Life Asset 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 		$15.3M Buy
208,167
+31,347
+18% +$2.05M 0.06% 223
2026
Q1 		$9.96M Buy
176,820
+14,434
+9% +$854K 0.05% 274
2025
Q4 		$8.58M Sell
162,386
-161,735
-50% -$8.99M 0.04% 297
2025
Q3 		$19.4M Sell
324,121
-23,880
-7% -$1.62M 0.1% 155
2025
Q2 		$25.5M Buy
348,001
+21,737
+7% +$1.47M 0.15% 108
2025
Q1 		$20.7M Buy
326,264
+27,067
+9% +$1.8M 0.15% 118
2024
Q4 		$20.4M Buy
299,197
+91,467
+44% +$6.9M 0.15% 114
2024
Q3 		$16.7M Sell
207,730
-2,257
-1% -$157K 0.19% 110
2024
Q2 		$13.2M Buy
209,987
+17,706
+9% +$1.09M 0.16% 125
2024
Q1 		$11.2M Sell
192,281
-134,632
-41% -$7.56M 0.16% 126
2023
Q4 		$18.8M Buy
326,913
+38,403
+13% +$2.03M 0.23% 102
2023
Q3 		$15.9M Buy
288,510
+101,937
+55% +$5.61M 0.25% 84
2023
Q2 		$9.28M Sell
186,573
-91,499
-33% -$4.03M 0.14% 190
2023
Q1 		$12.7M Buy
278,072
+25,789
+10% +$1.15M 0.19% 124
2022
Q4 		$10.4M Buy
252,283
+60,220
+31% +$2.44M 0.17% 154
2022
Q3 		$6.83M Sell
192,063
-76,961
-29% -$3.03M 0.12% 204
2022
Q2 		$9.6M Buy
269,024
+137,682
+105% +$5.4M 0.16% 165
2022
Q1 		$6.02M Sell
131,342
-22,276
-15% -$1.05M 0.08% 253
2021
Q4 		$8.33M Sell
153,618
-50,438
-25% -$2.72M 0.11% 222
2021
Q3 		$10.6M Buy
204,056
+83,684
+70% +$4.5M 0.15% 170
2021
Q2 		$6.02M Sell
120,372
-40,848
-25% -$1.83M 0.06% 291
2021
Q1 		$6.81M Sell
161,220
-69,360
-30% -$2.7M 0.1% 245
2020
Q4 		$8.7M Sell
230,580
-220,396
-49% -$7.98M 0.13% 189
2020
Q3 		$13.8M Sell
450,976
-44,161
-9% -$1.25M 0.2% 101
2020
Q2 		$11M Buy
+495,137
New +$9.2M 0.18% 113

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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

Swiss Life Asset Management's CARR Position: Q2 2026 in Review

Swiss Life Asset Management increased its Carrier Global (CARR) stake by 18% in Q2 2026, buying an estimated $2.05M and bringing the position to 208,167 shares worth $15.3M. The position accounts for 0.06% of the portfolio, ranked #223.

Swiss Life Asset Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $25.5M in Q2 2025. 1,366 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Swiss Life Asset Management held 208,167 shares of Carrier Global worth $15.3M as of Q2 2026.
  • Swiss Life Asset Management bought 31,347 Carrier Global shares in Q2 2026, an estimated $2.05M.
  • Carrier Global made up 0.06% of Swiss Life Asset Management's portfolio in Q2 2026, its #223 holding.
  • Swiss Life Asset Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Swiss Life Asset Management's Carrier Global position peaked at $25.5M in Q2 2025.
  • 1,366 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.