West Family Investments’s Carrier Global CARR Stock Holding History

West Family Investments’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	$399K	Buy	+5,437	New	+$355K	0.12%	245
2025 Q4	–	Sell	-3,608	Closed	-$215K	–	360
2025 Q3	$215K	Buy	+3,608	New	+$245K	0.05%	339
2025 Q2	–	Sell	-3,500	Closed	-$222K	–	368
2025 Q1	$222K	Hold	3,500	–	–	0.08%	223
2024 Q4	$239K	Sell	3,500 -44	-1%	-$3.32K	0.08%	231
2024 Q3	$285K	Buy	+3,544	New	+$247K	0.1%	216
2022 Q1	–	Sell	-4,033	Closed	-$219K	–	297
2021 Q4	$219K	Sell	4,033 -474	-11%	-$25.6K	0.06%	280
2021 Q3	$233K	Buy	4,507 +226	+5%	+$12.2K	0.06%	275
2021 Q2	$208K	Buy	+4,281	New	+$191K	0.06%	317

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

West Family Investments's CARR Position: Q2 2026 in Review

West Family Investments opened a new position in Carrier Global (CARR) in Q2 2026: 5,437 shares worth $399K. The stake represents 0.12% of the portfolio and ranks #245 among its holdings. This is a return to the name: West Family Investments previously reported a position in CARR as recently as Q3 2025.

West Family Investments first reported a position in CARR in Q2 2021 and has held it in 8 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

West Family Investments held 5,437 shares of Carrier Global worth $399K as of Q2 2026.
Carrier Global was a new West Family Investments position in Q2 2026.
Carrier Global made up 0.12% of West Family Investments's portfolio in Q2 2026, its #245 holding.
West Family Investments first reported a position in Carrier Global in Q2 2021 and has held it in 8 quarters since.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.