WIM
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Westside Investment Management’s Carrier Global CARR Stock Holding History

Westside 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 		$57.9K Sell
789
-50
-6% -$3.27K 0.01% 549
2026
Q1 		$46.8K Hold
839
– – 0.01% 586
2025
Q4 		$44.9K Buy
839
+15
+2% +$834 0.01% 574
2025
Q3 		$49K Buy
824
+337
+69% +$22.9K 0.01% 547
2025
Q2 		$36.1K Buy
487
+387
+387% +$26.3K 0.01% 518
2025
Q1 		$6.34K Hold
100
– – ﹤0.01% 745
2024
Q4 		$6.83K Hold
100
– – ﹤0.01% 737
2024
Q3 		$8.05K Hold
100
– – ﹤0.01% 717
2024
Q2 		$6.31K Hold
100
– – ﹤0.01% 726
2024
Q1 		$5.81K Sell
100
-200
-67% -$11.2K ﹤0.01% 707
2023
Q4 		$17.2K Hold
300
– – ﹤0.01% 517
2023
Q3 		$16.6K Hold
300
– – ﹤0.01% 508
2023
Q2 		$14.9K Sell
300
-52
-15% -$2.29K ﹤0.01% 525
2023
Q1 		$16.1K Hold
352
– – ﹤0.01% 515
2022
Q4 		$14 Hold
352
– – ﹤0.01% 563
2022
Q3 		$12 Hold
352
– – ﹤0.01% 571
2022
Q2 		$12 Buy
352
+1
+0.3% +$39 ﹤0.01% 571
2022
Q1 		$16 Hold
351
– – ﹤0.01% 546
2021
Q4 		$19 Hold
351
– – ﹤0.01% 506
2021
Q3 		$18 Hold
351
– – ﹤0.01% 496
2021
Q2 		$17 Hold
351
– – ﹤0.01% 499
2021
Q1 		$14 Sell
351
-446
-56% -$17.3K ﹤0.01% 506
2020
Q4 		$30 Hold
797
– – ﹤0.01% 384
2020
Q3 		$24 Hold
797
– – ﹤0.01% 398
2020
Q2 		$17 Buy
+797
New +$14.8K ﹤0.01% 420

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

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

Westside Investment Management reduced its Carrier Global (CARR) stake by 6% in Q2 2026, selling an estimated $3.27K and leaving 789 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #549.

Westside Investment Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Westside Investment Management held 789 shares of Carrier Global worth $57.9K as of Q2 2026.
  • Westside Investment Management sold 50 Carrier Global shares in Q2 2026, an estimated $3.27K.
  • Carrier Global made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #549 holding.
  • Westside Investment Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.