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BOK Financial’s Carrier Global CARR Stock Holding History

BOK Financial’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 		$421K Sell
5,745
-140
-2% -$9.15K 0.01% 592
2026
Q1 		$331K Sell
5,885
-1,355
-19% -$80.2K 0.01% 615
2025
Q4 		$383K Sell
7,240
-1,210
-14% -$67.3K 0.01% 589
2025
Q3 		$504K Buy
8,450
+1,096
+15% +$74.5K 0.01% 575
2025
Q2 		$538K Sell
7,354
-745
-9% -$50.5K 0.01% 549
2025
Q1 		$513K Buy
8,099
+1
+0% +$66 0.01% 551
2024
Q4 		$539K Buy
8,098
+492
+6% +$37.1K 0.01% 543
2024
Q3 		$609K Sell
7,606
-400
-5% -$27.9K 0.01% 524
2024
Q2 		$505K Sell
8,006
-9,378
-54% -$576K 0.01% 605
2024
Q1 		$998K Buy
17,384
+804
+5% +$45.2K 0.02% 480
2023
Q4 		$953K Sell
16,580
-448
-3% -$23.7K 0.02% 468
2023
Q3 		$812K Buy
17,028
+9,279
+120% +$511K 0.02% 473
2023
Q2 		$385K Sell
7,749
-46
-0.6% -$2.02K 0.01% 583
2023
Q1 		$357K Sell
7,795
-11,036
-59% -$494K 0.01% 602
2022
Q4 		$777K Buy
18,831
+139
+0.7% +$5.64K 0.01% 583
2022
Q3 		$664K Sell
18,692
-16,422
-47% -$647K 0.01% 598
2022
Q2 		$1.25M Sell
35,114
-2,375
-6% -$93.2K 0.02% 476
2022
Q1 		$1.72M Buy
37,489
+1,425
+4% +$67.1K 0.03% 446
2021
Q4 		$1.96M Sell
36,064
-455
-1% -$24.6K 0.03% 412
2021
Q3 		$1.89M Buy
+36,519
New +$1.97M 0.03% 410
2021
Q1 		$1.63M Sell
38,705
-5,009
-11% -$195K 0.03% 429
2020
Q4 		$1.65M Sell
43,714
-2,845
-6% -$103K 0.03% 406
2020
Q3 		$1.42M Buy
46,559
+15,711
+51% +$444K 0.03% 388
2020
Q2 		$686K Buy
+30,848
New +$573K 0.02% 536

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

BOK Financial's CARR Position: Q2 2026 in Review

BOK Financial reduced its Carrier Global (CARR) stake by 2.4% in Q2 2026, selling an estimated $9.15K and leaving 5,745 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #592.

BOK Financial first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.96M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BOK Financial held 5,745 shares of Carrier Global worth $421K as of Q2 2026.
  • BOK Financial sold 140 Carrier Global shares in Q2 2026, an estimated $9.15K.
  • Carrier Global made up 0.01% of BOK Financial's portfolio in Q2 2026, its #592 holding.
  • BOK Financial first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • BOK Financial's Carrier Global position peaked at $1.96M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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