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Boston Family Office’s Carrier Global CARR Stock Holding History

Boston Family Office’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 		$498K Sell
6,783
-150
-2% -$9.8K 0.03% 225
2026
Q1 		$390K Buy
6,933
+50
+0.7% +$2.96K 0.03% 244
2025
Q4 		$364K Buy
6,883
+83
+1% +$4.61K 0.02% 239
2025
Q3 		$406K Hold
6,800
– – 0.03% 225
2025
Q2 		$498K Hold
6,800
– – 0.03% 211
2025
Q1 		$431K Buy
+6,800
New +$452K 0.03% 208
2024
Q4 		– Sell
-2,800
Closed -$225K – 274
2024
Q3 		$225K Buy
+2,800
New +$195K 0.02% 263

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

Boston Family Office's CARR Position: Q2 2026 in Review

Boston Family Office reduced its Carrier Global (CARR) stake by 2.2% in Q2 2026, selling an estimated $9.8K and leaving 6,783 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #225.

Boston Family Office first reported a position in CARR in Q3 2024 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Boston Family Office held 6,783 shares of Carrier Global worth $498K as of Q2 2026.
  • Boston Family Office sold 150 Carrier Global shares in Q2 2026, an estimated $9.8K.
  • Carrier Global made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #225 holding.
  • Boston Family Office first reported a position in Carrier Global in Q3 2024 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.