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B. Riley Wealth Advisors’s Carrier Global CARR Stock Holding History

B. Riley Wealth 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 		$357K Buy
+4,864
New +$318K 0.02% 568
2026
Q1 		– Sell
-3,797
Closed -$201K – 926
2025
Q4 		$201K Sell
3,797
-366
-9% -$20.3K 0.01% 874
2025
Q3 		$249K Sell
4,163
-2,559
-38% -$174K 0.01% 798
2025
Q2 		$492K Buy
+6,722
New +$456K 0.02% 529
2024
Q4 		$792K Sell
11,562
-2,586
-18% -$195K 0.03% 529
2024
Q3 		$1.14M Sell
14,148
-257
-2% -$17.9K 0.03% 467
2024
Q2 		$911K Sell
14,405
-26,024
-64% -$1.6M 0.02% 570
2024
Q1 		$2.23M Buy
40,429
+27,100
+203% +$1.52M 0.06% 316
2023
Q4 		$768K Sell
13,329
-27,100
-67% -$1.43M 0.02% 617
2023
Q3 		$2.23M Buy
40,429
+25,375
+169% +$1.4M 0.06% 316
2023
Q2 		$750K Sell
15,054
-4,429
-23% -$195K 0.02% 675
2023
Q1 		$891K Sell
19,483
-6,668
-25% -$298K 0.02% 576
2022
Q4 		$1.08M Sell
26,151
-3,289
-11% -$133K 0.03% 507
2022
Q3 		$1.05M Buy
29,440
+6,051
+26% +$238K 0.03% 494
2022
Q2 		$834K Sell
23,389
-504
-2% -$19.8K 0.04% 475
2022
Q1 		$1.1M Sell
23,893
-245
-1% -$11.5K 0.04% 456
2021
Q4 		$1.31M Sell
24,138
-2,915
-11% -$157K 0.04% 449
2021
Q3 		$1.39M Sell
27,053
-1,321
-5% -$71.1K 0.04% 422
2021
Q2 		$1.35M Buy
28,374
+3,230
+13% +$144K 0.04% 430
2021
Q1 		$1.05M Buy
25,144
+2,559
+11% +$99.5K 0.04% 464
2020
Q4 		$852K Sell
22,585
-40
-0.2% -$1.45K 0.05% 378
2020
Q3 		$632K Buy
22,625
+4,811
+27% +$136K 0.03% 452
2020
Q2 		$397K Buy
+17,814
New +$331K 0.03% 530

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

B. Riley Wealth Advisors's CARR Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 4,864 shares worth $357K. The stake represents 0.02% of the portfolio and ranks #568 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in CARR as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q1 2024. 694 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • B. Riley Wealth Advisors held 4,864 shares of Carrier Global worth $357K as of Q2 2026.
  • Carrier Global was a new B. Riley Wealth Advisors position in Q2 2026.
  • Carrier Global made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • B. Riley Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Carrier Global position peaked at $2.23M in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.