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Beacon Investment Advisory Services’s Carrier Global CARR Stock Holding History

Beacon Investment Advisory Services’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 		$62K Sell
845
-250
-23% -$16.3K ﹤0.01% 402
2026
Q1 		$61.7K Buy
+1,095
New +$64.8K ﹤0.01% 400
2022
Q1 		– Sell
-4,091
Closed -$222K – 301
2021
Q4 		$222K Sell
4,091
-1,961
-32% -$106K 0.01% 290
2021
Q3 		$313K Hold
6,052
– – 0.01% 253
2021
Q2 		$294K Hold
6,052
– – 0.01% 265
2021
Q1 		$256K Sell
6,052
-816
-12% -$31.7K 0.01% 267
2020
Q4 		$259K Sell
6,868
-1,559
-19% -$56.4K 0.01% 243
2020
Q3 		$257K Sell
8,427
-1,778
-17% -$50.3K 0.01% 218
2020
Q2 		$227K Buy
+10,205
New +$190K 0.01% 224

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Beacon Investment Advisory Services's CARR Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Carrier Global (CARR) stake by 23% in Q2 2026, selling an estimated $16.3K and leaving 845 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Beacon Investment Advisory Services first reported a position in CARR in Q2 2020 and has held it in 9 quarters since. The position peaked at $313K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Beacon Investment Advisory Services held 845 shares of Carrier Global worth $62K as of Q2 2026.
  • Beacon Investment Advisory Services sold 250 Carrier Global shares in Q2 2026, an estimated $16.3K.
  • Carrier Global made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #402 holding.
  • Beacon Investment Advisory Services first reported a position in Carrier Global in Q2 2020 and has held it in 9 quarters since.
  • Beacon Investment Advisory Services's Carrier Global position peaked at $313K in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.