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Woodmont Investment Counsel’s Carrier Global CARR Stock Holding History

Woodmont Investment Counsel’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 		$396K Hold
5,401
– – 0.02% 222
2026
Q1 		$304K Sell
5,401
-384
-7% -$22.7K 0.02% 229
2025
Q4 		$306K Hold
5,785
– – 0.02% 225
2025
Q3 		$345K Sell
5,785
-100
-2% -$6.79K 0.02% 211
2025
Q2 		$431K Sell
5,885
-117
-2% -$7.94K 0.03% 209
2025
Q1 		$381K Hold
6,002
– – 0.03% 211
2024
Q4 		$410K Hold
6,002
– – 0.03% 200
2024
Q3 		$483K Sell
6,002
-50
-0.8% -$3.48K 0.04% 183
2024
Q2 		$382K Hold
6,052
– – 0.03% 192
2024
Q1 		$352K Buy
6,052
+112
+2% +$6.29K 0.03% 202
2023
Q4 		$341K Sell
5,940
-470
-7% -$24.9K 0.03% 191
2023
Q3 		$354K Sell
6,410
-350
-5% -$19.3K 0.04% 182
2023
Q2 		$336K Buy
6,760
+80
+1% +$3.52K 0.03% 189
2023
Q1 		$306K Hold
6,680
– – 0.03% 199
2022
Q4 		$276K Hold
6,680
– – 0.03% 216
2022
Q3 		$238K Buy
6,680
+410
+7% +$16.1K 0.03% 224
2022
Q2 		$224K Hold
6,270
– – 0.03% 226
2022
Q1 		$288K Buy
6,270
+233
+4% +$11K 0.03% 209
2021
Q4 		$327K Buy
6,037
+197
+3% +$10.6K 0.04% 174
2021
Q3 		$302K Sell
5,840
-50
-0.8% -$2.69K 0.04% 170
2021
Q2 		$286K Hold
5,890
– – 0.04% 170
2021
Q1 		$249K Sell
5,890
-137
-2% -$5.33K 0.04% 172
2020
Q4 		$227K Sell
6,027
-885
-13% -$32K 0.04% 163
2020
Q3 		$211K Buy
+6,912
New +$196K 0.05% 167

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodmont Investment Counsel's CARR Position: Q2 2026 in Review

Woodmont Investment Counsel held its Carrier Global (CARR) position steady in Q2 2026 at 5,401 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #222.

Woodmont Investment Counsel first reported a position in CARR in Q3 2020 and has held it in 24 quarters since. The position peaked at $483K in Q3 2024. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Woodmont Investment Counsel held 5,401 shares of Carrier Global worth $396K as of Q2 2026.
  • Woodmont Investment Counsel left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #222 holding.
  • Woodmont Investment Counsel first reported a position in Carrier Global in Q3 2020 and has held it in 24 quarters since.
  • Woodmont Investment Counsel's Carrier Global position peaked at $483K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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