Baird Financial Group
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Baird Financial Group’s Carrier Global CARR Stock Holding History

Baird Financial Group’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
Q1 		$6.9M Sell
122,518
-87,804
-42% -$5.2M 0.01% 646
2025
Q4 		$11.1M Sell
210,322
-10,615
-5% -$590K 0.02% 508
2025
Q3 		$13.2M Sell
220,937
-19,041
-8% -$1.29M 0.02% 476
2025
Q2 		$17.6M Sell
239,978
-144,508
-38% -$9.81M 0.03% 386
2025
Q1 		$24.4M Sell
384,486
-6,387
-2% -$424K 0.05% 309
2024
Q4 		$26.7M Sell
390,873
-19,804
-5% -$1.49M 0.05% 285
2024
Q3 		$33.1M Sell
410,677
-21,048
-5% -$1.47M 0.06% 253
2024
Q2 		$27.2M Sell
431,725
-84,195
-16% -$5.17M 0.06% 265
2024
Q1 		$30M Sell
515,920
-31,979
-6% -$1.8M 0.06% 260
2023
Q4 		$31.5M Sell
547,899
-58,381
-10% -$3.09M 0.07% 243
2023
Q3 		$33.5M Sell
606,280
-183,194
-23% -$10.1M 0.09% 217
2023
Q2 		$39.2M Sell
789,474
-216,226
-22% -$9.51M 0.1% 198
2023
Q1 		$46M Sell
1,005,700
-31,367
-3% -$1.4M 0.11% 193
2022
Q4 		$42.8M Sell
1,037,067
-86,128
-8% -$3.49M 0.11% 200
2022
Q3 		$39.9M Buy
1,123,195
+49,215
+5% +$1.94M 0.12% 195
2022
Q2 		$38.3M Buy
1,073,980
+287,437
+37% +$11.3M 0.11% 208
2022
Q1 		$36.1M Buy
786,543
+75,622
+11% +$3.56M 0.09% 224
2021
Q4 		$38.6M Buy
710,921
+9,004
+1% +$486K 0.09% 215
2021
Q3 		$36.3M Buy
701,917
+22,129
+3% +$1.19M 0.09% 216
2021
Q2 		$33M Buy
679,788
+3,178
+0.5% +$142K 0.09% 229
2021
Q1 		$28.6M Sell
676,610
-409,830
-38% -$15.9M 0.08% 234
2020
Q4 		$41M Sell
1,086,440
-101,321
-9% -$3.67M 0.12% 195
2020
Q3 		$36.3M Buy
1,187,761
+7,443
+0.6% +$211K 0.12% 194
2020
Q2 		$26.2M Buy
+1,180,318
New +$21.9M 0.1% 218

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baird Financial Group's CARR Position: Q1 2026 in Review

Baird Financial Group reduced its Carrier Global (CARR) stake by 42% in Q1 2026, selling an estimated $5.2M and leaving 122,518 shares worth $6.9M. The position accounts for 0.01% of the portfolio, ranked #646.

Baird Financial Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $46M in Q1 2023. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Baird Financial Group held 122,518 shares of Carrier Global worth $6.9M as of Q1 2026.
  • Baird Financial Group sold 87,804 Carrier Global shares in Q1 2026, an estimated $5.2M.
  • Carrier Global made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #646 holding.
  • Baird Financial Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Baird Financial Group's Carrier Global position peaked at $46M in Q1 2023.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.