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1620 Investment Advisors’s Carrier Global CARR Stock Holding History

1620 Investment Advisors’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 		$29.9K Hold
407
– – 0.02% 376
2026
Q1 		$22.9K Hold
407
– – 0.02% 382
2025
Q4 		$21.5K Sell
407
-51
-11% -$2.83K 0.01% 390
2025
Q3 		$27.3K Hold
458
– – 0.02% 356
2025
Q2 		$33.5K Buy
458
+51
+13% +$3.46K 0.02% 346
2025
Q1 		$25.8K Hold
407
– – 0.02% 361
2024
Q4 		$27.8K Sell
407
-35
-8% -$2.64K 0.02% 355
2024
Q3 		$35.6K Sell
442
-382
-46% -$26.6K 0.03% 339
2024
Q2 		$52K Buy
+824
New +$50.6K 0.04% 290

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

1620 Investment Advisors's CARR Position: Q2 2026 in Review

1620 Investment Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 407 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #376.

1620 Investment Advisors first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $52K in Q2 2024. 576 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • 1620 Investment Advisors held 407 shares of Carrier Global worth $29.9K as of Q2 2026.
  • 1620 Investment Advisors left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • 1620 Investment Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Carrier Global position peaked at $52K in Q2 2024.
  • 576 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.