Vanguard Personalized Indexing Management
CARR icon

Vanguard Personalized Indexing Management’s Carrier Global CARR Stock Holding History

Vanguard Personalized Indexing 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 		$9.18M Buy
125,158
+22,873
+22% +$1.49M 0.08% 214
2026
Q1 		$5.76M Buy
102,285
+7,903
+8% +$468K 0.06% 282
2025
Q4 		$4.99M Sell
94,382
-10,363
-10% -$576K 0.05% 316
2025
Q3 		$6.26M Sell
104,745
-2,723
-3% -$185K 0.06% 257
2025
Q2 		$7.87M Buy
107,468
+8,595
+9% +$583K 0.09% 192
2025
Q1 		$6.27M Buy
98,873
+4,747
+5% +$315K 0.09% 189
2024
Q4 		$6.43M Sell
94,126
-3,647
-4% -$275K 0.1% 171
2024
Q3 		$7.87M Buy
97,773
+11,169
+13% +$778K 0.13% 134
2024
Q2 		$5.44M Buy
86,604
+8,475
+11% +$520K 0.1% 153
2024
Q1 		$4.54M Buy
78,129
+6,555
+9% +$368K 0.1% 191
2023
Q4 		$4.11M Sell
71,574
-1,735
-2% -$91.8K 0.11% 172
2023
Q3 		$4.05M Buy
73,309
+4,866
+7% +$268K 0.12% 151
2023
Q2 		$3.4M Buy
68,443
+1,527
+2% +$67.2K 0.1% 180
2023
Q1 		$3.06M Buy
66,916
+4,853
+8% +$217K 0.11% 186
2022
Q4 		$2.56M Buy
62,063
+2,174
+4% +$88.2K 0.11% 191
2022
Q3 		$2.13M Buy
59,889
+10,372
+21% +$408K 0.1% 212
2022
Q2 		$1.77M Buy
49,517
+10,623
+27% +$417K 0.08% 241
2022
Q1 		$1.78M Buy
38,894
+3,248
+9% +$153K 0.09% 226
2021
Q4 		$1.93M Buy
35,646
+13,588
+62% +$733K 0.11% 177
2021
Q3 		$1.14M Buy
22,058
+3,128
+17% +$168K 0.1% 197
2021
Q2 		$920K Buy
18,930
+8,809
+87% +$394K 0.1% 228
2021
Q1 		$427K Buy
10,121
+3,217
+47% +$125K 0.06% 368
2020
Q4 		$260K Buy
+6,904
New +$250K 0.06% 418

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Personalized Indexing Management's CARR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Carrier Global (CARR) stake by 22% in Q2 2026, buying an estimated $1.49M and bringing the position to 125,158 shares worth $9.18M. The position accounts for 0.08% of the portfolio, ranked #214.

Vanguard Personalized Indexing Management first reported a position in CARR in Q4 2020 and has held it in 23 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 125,158 shares of Carrier Global worth $9.18M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 22,873 Carrier Global shares in Q2 2026, an estimated $1.49M.
  • Carrier Global made up 0.08% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #214 holding.
  • Vanguard Personalized Indexing Management first reported a position in Carrier Global in Q4 2020 and has held it in 23 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.