SIM
CARR icon

Synergy Investment Management’s Carrier Global CARR Stock Holding History

Synergy Investment 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 		$149K Buy
2,028
+3
+0.1% +$196 0.04% 205
2026
Q1 		$114K Buy
+2,025
New +$120K 0.04% 182
2025
Q2 		– Sell
-2,025
Closed -$128K – 137
2025
Q1 		$128K Hold
2,025
– – 0.05% 151
2024
Q4 		$138K Buy
+2,025
New +$153K 0.06% 150

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

Synergy Investment Management's CARR Position: Q2 2026 in Review

Synergy Investment Management increased its Carrier Global (CARR) stake by 0.15% in Q2 2026, buying an estimated $196 and bringing the position to 2,028 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #205.

Synergy Investment Management first reported a position in CARR in Q4 2024 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Synergy Investment Management held 2,028 shares of Carrier Global worth $149K as of Q2 2026.
  • Synergy Investment Management bought 3 Carrier Global shares in Q2 2026, an estimated $196.
  • Carrier Global made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #205 holding.
  • Synergy Investment Management first reported a position in Carrier Global in Q4 2024 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.