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BIP Wealth’s Carrier Global CARR Stock Holding History

BIP Wealth’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 		$303K Buy
+4,130
New +$270K 0.01% 466
2025
Q4 		– Sell
-4,310
Closed -$257K – 452
2025
Q3 		$257K Buy
4,310
+358
+9% +$24.3K 0.01% 258
2025
Q2 		$289K Buy
3,952
+22
+0.6% +$1.49K 0.02% 213
2025
Q1 		$249K Sell
3,930
-415
-10% -$27.6K 0.02% 232
2024
Q4 		$297K Sell
4,345
-830
-16% -$62.6K 0.02% 208
2024
Q3 		$417K Buy
+5,175
New +$360K 0.03% 151

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BIP Wealth's CARR Position: Q2 2026 in Review

BIP Wealth opened a new position in Carrier Global (CARR) in Q2 2026: 4,130 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: BIP Wealth previously reported a position in CARR as recently as Q3 2025.

BIP Wealth first reported a position in CARR in Q3 2024 and has held it in 6 quarters since. The position peaked at $417K in Q3 2024. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BIP Wealth held 4,130 shares of Carrier Global worth $303K as of Q2 2026.
  • Carrier Global was a new BIP Wealth position in Q2 2026.
  • Carrier Global made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #466 holding.
  • BIP Wealth first reported a position in Carrier Global in Q3 2024 and has held it in 6 quarters since.
  • BIP Wealth's Carrier Global position peaked at $417K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.