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Birch Hill Investment Advisors’s Carrier Global CARR Stock Holding History

Birch Hill 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 		$1.31M Hold
17,891
– – 0.05% 103
2026
Q1 		$1.01M Hold
17,891
– – 0.05% 111
2025
Q4 		$945K Sell
17,891
-2,200
-11% -$122K 0.04% 113
2025
Q3 		$1.2M Hold
20,091
– – 0.05% 104
2025
Q2 		$1.47M Sell
20,091
-800
-4% -$54.3K 0.07% 97
2025
Q1 		$1.32M Sell
20,891
-237
-1% -$15.7K 0.06% 99
2024
Q4 		$1.44M Sell
21,128
-400
-2% -$30.2K 0.07% 98
2024
Q3 		$1.73M Hold
21,528
– – 0.08% 91
2024
Q2 		$1.36M Sell
21,528
-77
-0.4% -$4.73K 0.07% 94
2024
Q1 		$1.26M Sell
21,605
-1,195
-5% -$67.1K 0.06% 98
2023
Q4 		$1.31M Hold
22,800
– – 0.07% 92
2023
Q3 		$1.26M Buy
22,800
+105
+0.5% +$5.78K 0.08% 89
2023
Q2 		$1.13M Sell
22,695
-340
-1% -$15K 0.06% 91
2023
Q1 		$1.05M Sell
23,035
-1,685
-7% -$75.4K 0.07% 95
2022
Q4 		$1.02M Buy
24,720
+325
+1% +$13.2K 0.07% 92
2022
Q3 		$867K Sell
24,395
-6,084
-20% -$240K 0.06% 93
2022
Q2 		$1.09M Sell
30,479
-450
-1% -$17.7K 0.07% 92
2022
Q1 		$1.42M Sell
30,929
-2,190
-7% -$103K 0.08% 90
2021
Q4 		$1.8M Sell
33,119
-3,440
-9% -$186K 0.09% 83
2021
Q3 		$1.89M Sell
36,559
-477
-1% -$25.7K 0.1% 78
2021
Q2 		$1.8M Sell
37,036
-491
-1% -$21.9K 0.1% 80
2021
Q1 		$1.58M Sell
37,527
-19,478
-34% -$757K 0.09% 82
2020
Q4 		$2.15M Sell
57,005
-6,384
-10% -$231K 0.13% 70
2020
Q3 		$1.94M Sell
63,389
-16,884
-21% -$478K 0.13% 68
2020
Q2 		$1.78M Buy
+80,273
New +$1.49M 0.13% 68

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

Birch Hill Investment Advisors's CARR Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 17,891 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #103.

Birch Hill Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.15M in Q4 2020. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Birch Hill Investment Advisors held 17,891 shares of Carrier Global worth $1.31M as of Q2 2026.
  • Birch Hill Investment Advisors left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.05% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Birch Hill Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Birch Hill Investment Advisors's Carrier Global position peaked at $2.15M in Q4 2020.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.