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Beaird Harris Wealth Management’s Carrier Global CARR Stock Holding History

Beaird Harris 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 		$294 Hold
4
– – ﹤0.01% 634
2026
Q1 		$226 Hold
4
– – ﹤0.01% 623
2025
Q4 		$212 Sell
4
-244
-98% -$13.6K ﹤0.01% 648
2025
Q3 		$14.8K Sell
248
-108
-30% -$7.34K ﹤0.01% 357
2025
Q2 		$26.1K Hold
356
– – ﹤0.01% 308
2025
Q1 		$22.6K Hold
356
– – ﹤0.01% 301
2024
Q4 		$24.3K Buy
+356
New +$26.9K ﹤0.01% 295
2024
Q3 		– Sell
-217
Closed -$13.7K – 541
2024
Q2 		$13.7K Buy
+217
New +$13.3K ﹤0.01% 340
2023
Q1 		– Sell
-100
Closed -$4.13K – 521
2022
Q4 		$4.13K Buy
+100
New +$4.06K ﹤0.01% 453
2022
Q1 		– Sell
-7
Closed – – 623
2021
Q4 		$0 Buy
+7
New +$378 ﹤0.01% 651

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Beaird Harris Wealth Management's CARR Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 4 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Beaird Harris Wealth Management first reported a position in CARR in Q4 2021 and has held it in 10 quarters since. The position peaked at $26.1K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Beaird Harris Wealth Management held 4 shares of Carrier Global worth $294 as of Q2 2026.
  • Beaird Harris Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Beaird Harris Wealth Management first reported a position in Carrier Global in Q4 2021 and has held it in 10 quarters since.
  • Beaird Harris Wealth Management's Carrier Global position peaked at $26.1K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.