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BOK Financial Private Wealth’s Carrier Global CARR Stock Holding History

BOK Financial Private 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 		$4.99K Sell
68
-92
-58% -$6.01K ﹤0.01% 493
2026
Q1 		$9.01K Hold
160
– – ﹤0.01% 356
2025
Q4 		$8.46K Hold
160
– – ﹤0.01% 395
2025
Q3 		$9.55K Hold
160
– – ﹤0.01% 329
2025
Q2 		$11.7K Hold
160
– – ﹤0.01% 348
2025
Q1 		$10.1K Sell
160
-200
-56% -$13.3K ﹤0.01% 386
2024
Q4 		$24.7K Buy
360
+160
+80% +$12.1K ﹤0.01% 313
2024
Q3 		$16.1K Buy
+200
New +$13.9K ﹤0.01% 359
2024
Q2 		– Hold
0
– – – 462
2023
Q2 		– Sell
-2,549
Closed -$117K – 371
2023
Q1 		$117K Buy
2,549
+49
+2% +$2.19K 0.01% 187
2022
Q4 		$104K Hold
2,500
– – 0.01% 189
2022
Q3 		$89K Hold
2,500
– – 0.01% 208
2022
Q2 		$90K Sell
2,500
-2,710
-52% -$106K 0.01% 208
2022
Q1 		$239K Sell
5,210
-409
-7% -$19.3K 0.02% 273
2021
Q4 		$305K Buy
+5,619
New +$303K 0.02% 221

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

BOK Financial Private Wealth's CARR Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Carrier Global (CARR) stake by 58% in Q2 2026, selling an estimated $6.01K and leaving 68 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

BOK Financial Private Wealth first reported a position in CARR in Q4 2021 and has held it in 14 quarters since. The position peaked at $305K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BOK Financial Private Wealth held 68 shares of Carrier Global worth $4.99K as of Q2 2026.
  • BOK Financial Private Wealth sold 92 Carrier Global shares in Q2 2026, an estimated $6.01K.
  • Carrier Global made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #493 holding.
  • BOK Financial Private Wealth first reported a position in Carrier Global in Q4 2021 and has held it in 14 quarters since.
  • BOK Financial Private Wealth's Carrier Global position peaked at $305K in Q4 2021.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.