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Barden Capital Management’s Carrier Global CARR Stock Holding History

Barden Capital Management’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 		$940K Sell
12,821
-5,656
-31% -$370K 0.87% 37
2026
Q1 		$1.04M Buy
18,477
+578
+3% +$34.2K 0.89% 43
2025
Q4 		$946K Sell
17,899
-9,686
-35% -$539K 0.78% 45
2025
Q3 		$1.65M Buy
27,585
+126
+0.5% +$8.56K 1.37% 28
2025
Q2 		$2.01M Sell
27,459
-948
-3% -$64.3K 1.76% 21
2025
Q1 		$1.8M Buy
28,407
+131
+0.5% +$8.7K 1.6% 24
2024
Q4 		$1.93M Sell
28,276
-280
-1% -$21.1K 1.66% 21
2024
Q3 		$2.3M Sell
28,556
-353
-1% -$24.6K 2.02% 16
2024
Q2 		$1.82M Buy
28,909
+49
+0.2% +$3.01K 1.72% 18
2024
Q1 		$1.68M Sell
28,860
-8,016
-22% -$450K 1.62% 23
2023
Q4 		$2.04M Buy
36,876
+4,752
+15% +$251K 1.66% 19
2023
Q3 		$1.77M Buy
32,124
+3,640
+13% +$200K 1.72% 19
2023
Q2 		$1.42M Sell
28,484
-3,834
-12% -$169K 1.56% 26
2023
Q1 		$1.48M Buy
32,318
+314
+1% +$14.1K 1.41% 24
2022
Q4 		$1.32M Buy
32,004
+3,615
+13% +$147K 1.35% 26
2022
Q3 		$1.01M Buy
28,389
+913
+3% +$36K 1.18% 36
2022
Q2 		$981K Buy
27,476
+2,218
+9% +$87.1K 1.06% 37
2022
Q1 		$1.16M Buy
25,258
+616
+2% +$29K 1.14% 35
2021
Q4 		$1.34M Buy
+24,642
New +$1.33M 1.27% 31

Other funds holding CARR

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barden Capital Management's CARR Position: Q2 2026 in Review

Barden Capital Management reduced its Carrier Global (CARR) stake by 31% in Q2 2026, selling an estimated $370K and leaving 12,821 shares worth $940K. The position accounts for 0.87% of the portfolio, ranked #37.

Barden Capital Management first reported a position in CARR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.3M in Q3 2024. 902 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Barden Capital Management held 12,821 shares of Carrier Global worth $940K as of Q2 2026.
  • Barden Capital Management sold 5,656 Carrier Global shares in Q2 2026, an estimated $370K.
  • Carrier Global made up 0.87% of Barden Capital Management's portfolio in Q2 2026, its #37 holding.
  • Barden Capital Management first reported a position in Carrier Global in Q4 2021 and has held it in 19 quarters since.
  • Barden Capital Management's Carrier Global position peaked at $2.3M in Q3 2024.
  • 902 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.