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Belpointe Asset Management’s Carrier Global CARR Stock Holding History

Belpointe Asset 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 		$218K Buy
+2,970
New +$194K 0.01% 1033
2025
Q4 		– Sell
-3,803
Closed -$227K – 1031
2025
Q3 		$227K Sell
3,803
-4
-0.1% -$272 0.01% 886
2025
Q2 		$279K Buy
+3,807
New +$258K 0.01% 775
2025
Q1 		– Sell
-3,293
Closed -$240K – 928
2024
Q4 		$240K Sell
3,293
-21
-0.6% -$1.58K 0.01% 736
2024
Q3 		$267K Buy
+3,314
New +$231K 0.02% 702
2023
Q2 		– Sell
-7,999
Closed -$366K – 997
2023
Q1 		$366K Buy
7,999
+1,454
+22% +$65.1K 0.02% 667
2022
Q4 		$270K Buy
6,545
+2,370
+57% +$96.2K 0.02% 758
2022
Q3 		$148K Buy
4,175
+196
+5% +$7.72K 0.01% 971
2022
Q2 		$142K Buy
3,979
+228
+6% +$8.95K 0.01% 961
2022
Q1 		$171K Sell
3,751
-1,778
-32% -$83.7K 0.01% 970
2021
Q4 		$299K Buy
5,529
+800
+17% +$43.2K 0.02% 713
2021
Q3 		$246K Sell
4,729
-3,999
-46% -$215K 0.02% 780
2021
Q2 		$424K Buy
8,728
+3,546
+68% +$158K 0.03% 549
2021
Q1 		$219K Sell
5,182
-21,617
-81% -$840K 0.02% 711
2020
Q4 		$1.01M Sell
26,799
-479
-2% -$17.3K 0.09% 246
2020
Q3 		$833K Sell
27,278
-1,958
-7% -$55.4K 0.09% 237
2020
Q2 		$650K Buy
+29,236
New +$543K 0.08% 245

Other funds holding CARR

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Belpointe Asset Management's CARR Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Carrier Global (CARR) in Q2 2026: 2,970 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in CARR as recently as Q3 2025.

Belpointe Asset Management first reported a position in CARR in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2020. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Belpointe Asset Management held 2,970 shares of Carrier Global worth $218K as of Q2 2026.
  • Carrier Global was a new Belpointe Asset Management position in Q2 2026.
  • Carrier Global made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1033 holding.
  • Belpointe Asset Management first reported a position in Carrier Global in Q2 2020 and has held it in 17 quarters since.
  • Belpointe Asset Management's Carrier Global position peaked at $1.01M in Q4 2020.
  • 708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.