Bank Julius Baer & Co
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Bank Julius Baer & Co’s Carrier Global CARR Stock Holding History

Bank Julius Baer & Co’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 		$604K Buy
10,720
+2
+0% +$118 ﹤0.01% 425
2025
Q4 		$566K Sell
10,718
-6,059
-36% -$337K ﹤0.01% 413
2025
Q3 		$1M Buy
16,777
+7,608
+83% +$517K ﹤0.01% 372
2025
Q2 		$671K Sell
9,169
-8,675
-49% -$589K ﹤0.01% 356
2025
Q1 		$1.13M Sell
17,844
-438
-2% -$29.1K ﹤0.01% 309
2024
Q4 		$1.38M Sell
18,282
-10,361
-36% -$781K ﹤0.01% 294
2024
Q3 		$2.73M Buy
28,643
+123
+0.4% +$8.56K 0.01% 245
2024
Q2 		$2M Sell
28,520
-20,229
-41% -$1.24M 0.01% 211
2024
Q1 		$2.77M Sell
48,749
-28,591
-37% -$1.61M 0.01% 213
2023
Q4 		$4.44M Sell
77,340
-1,126,499
-94% -$59.6M 0.02% 212
2023
Q3 		$66.5M Sell
1,203,839
-609,213
-34% -$33.5M 0.39% 68
2023
Q2 		$90.1M Sell
1,813,052
-8,964
-0.5% -$394K 0.54% 47
2023
Q1 		$83.4M Buy
1,822,016
+34,992
+2% +$1.57M 0.53% 51
2022
Q4 		$73.7M Buy
1,787,024
+13,135
+0.7% +$533K 0.5% 53
2022
Q3 		$63.1M Sell
1,773,889
-4,944
-0.3% -$195K 0.48% 55
2022
Q2 		$63.4M Sell
1,778,833
-1,654,010
-48% -$64.9M 0.45% 55
2022
Q1 		$157M Buy
3,432,843
+43,932
+1% +$2.07M 0.94% 33
2021
Q4 		$184M Buy
3,388,911
+174,521
+5% +$9.42M 0.98% 28
2021
Q3 		$166M Buy
3,214,390
+235,666
+8% +$12.7M 1.03% 27
2021
Q2 		$145M Buy
2,978,724
+295,346
+11% +$13.2M 0.92% 29
2021
Q1 		$113M Buy
2,683,378
+2,669,486
+19,216% +$104M 0.85% 32
2020
Q4 		$524K Sell
13,892
-1,997
-13% -$72.3K ﹤0.01% 444
2020
Q3 		$485K Buy
+15,889
New +$450K ﹤0.01% 390

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

Bank Julius Baer & Co's CARR Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Carrier Global (CARR) stake by 0.02% in Q1 2026, buying an estimated $118 and bringing the position to 10,720 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Bank Julius Baer & Co first reported a position in CARR in Q3 2020 and has held it in 23 quarters since. The position peaked at $184M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Bank Julius Baer & Co held 10,720 shares of Carrier Global worth $604K as of Q1 2026.
  • Bank Julius Baer & Co bought 2 Carrier Global shares in Q1 2026, an estimated $118.
  • Carrier Global made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #425 holding.
  • Bank Julius Baer & Co first reported a position in Carrier Global in Q3 2020 and has held it in 23 quarters since.
  • Bank Julius Baer & Co's Carrier Global position peaked at $184M in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.