Bay Harbor Wealth Management’s Carrier Global CARR Stock Holding History

Bay Harbor Wealth 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	$9.31K	Buy	127 +37	+41%	+$2.42K	﹤0.01%	305
2026 Q1	$5.07K	Buy	90 +26	+41%	+$1.54K	﹤0.01%	342
2025 Q4	$3.38K	Buy	64 +23	+56%	+$1.28K	﹤0.01%	359
2025 Q3	$2.45K	Buy	41 +9	+28%	+$611	﹤0.01%	334
2025 Q2	$2.34K	Buy	32 +14	+78%	+$950	﹤0.01%	289
2025 Q1	$1.14K	Buy	+18	New	+$1.2K	﹤0.01%	272
2021 Q1	–	Sell	-17	Closed	-$1K	–	245
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	368
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	333
2020 Q2	$0	Buy	+17	New	+$316	﹤0.01%	351

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bay Harbor Wealth Management's CARR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Carrier Global (CARR) stake by 41% in Q2 2026, buying an estimated $2.42K and bringing the position to 127 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Bay Harbor Wealth Management first reported a position in CARR in Q2 2020 and has held it in 9 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Bay Harbor Wealth Management held 127 shares of Carrier Global worth $9.31K as of Q2 2026.
Bay Harbor Wealth Management bought 37 Carrier Global shares in Q2 2026, an estimated $2.42K.
Carrier Global made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #305 holding.
Bay Harbor Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 9 quarters since.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.