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Bell Investment Advisors’s Carrier Global CARR Stock Holding History

Bell Investment Advisors’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 		$495K Buy
6,750
+15
+0.2% +$980 0.07% 86
2026
Q1 		$379K Sell
6,735
-60
-0.9% -$3.55K 0.06% 94
2025
Q4 		$359K Sell
6,795
-7
-0.1% -$389 0.06% 93
2025
Q3 		$406K Sell
6,802
-23
-0.3% -$1.56K 0.07% 87
2025
Q2 		$500K Sell
6,825
-6
-0.1% -$407 0.09% 73
2025
Q1 		$433K Buy
6,831
+30
+0.4% +$1.99K 0.08% 70
2024
Q4 		$464K Sell
6,801
-30
-0.4% -$2.26K 0.09% 68
2024
Q3 		$550K Hold
6,831
– – 0.1% 63
2024
Q2 		$431K Sell
6,831
-10
-0.1% -$614 0.08% 73
2024
Q1 		$398K Buy
6,841
+10
+0.1% +$562 0.08% 74
2023
Q4 		$392K Sell
6,831
-33
-0.5% -$1.75K 0.08% 72
2023
Q3 		$379K Sell
6,864
-27
-0.4% -$1.49K 0.08% 70
2023
Q2 		$343K Sell
6,891
-70
-1% -$3.08K 0.08% 69
2023
Q1 		$318K Sell
6,961
-38
-0.5% -$1.7K 0.07% 67
2022
Q4 		$289K Buy
6,999
+6,253
+838% +$254K 0.07% 68
2022
Q3 		$27K Buy
746
+369
+98% +$14.5K 0.01% 213
2022
Q2 		$13K Buy
+377
New +$14.8K ﹤0.01% 357
2021
Q4 		$20K Buy
368
+96
+35% +$5.18K 0.01% 311
2021
Q3 		$14K Buy
+272
New +$14.6K ﹤0.01% 364

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

Bell Investment Advisors's CARR Position: Q2 2026 in Review

Bell Investment Advisors increased its Carrier Global (CARR) stake by 0.22% in Q2 2026, buying an estimated $980 and bringing the position to 6,750 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #86.

Bell Investment Advisors first reported a position in CARR in Q3 2021 and has held it in 19 quarters since. The position peaked at $550K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Bell Investment Advisors held 6,750 shares of Carrier Global worth $495K as of Q2 2026.
  • Bell Investment Advisors bought 15 Carrier Global shares in Q2 2026, an estimated $980.
  • Carrier Global made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Bell Investment Advisors first reported a position in Carrier Global in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Carrier Global position peaked at $550K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.