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Boston Trust Walden’s Carrier Global CARR Stock Holding History

Boston Trust Walden’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 		$336K Hold
4,587
– – ﹤0.01% 361
2026
Q1 		$258K Sell
4,587
-5,400
-54% -$320K ﹤0.01% 369
2025
Q4 		$528K Sell
9,987
-200
-2% -$11.1K ﹤0.01% 320
2025
Q3 		$608K Hold
10,187
– – ﹤0.01% 315
2025
Q2 		$746K Hold
10,187
– – 0.01% 297
2025
Q1 		$646K Hold
10,187
– – ﹤0.01% 304
2024
Q4 		$695K Hold
10,187
– – ﹤0.01% 300
2024
Q3 		$820K Hold
10,187
– – 0.01% 292
2024
Q2 		$643K Sell
10,187
-300
-3% -$18.4K ﹤0.01% 304
2024
Q1 		$610K Hold
10,487
– – ﹤0.01% 309
2023
Q4 		$602K Buy
10,487
+50
+0.5% +$2.65K ﹤0.01% 307
2023
Q3 		$576K Sell
10,437
-500
-5% -$27.5K ﹤0.01% 303
2023
Q2 		$544K Hold
10,937
– – ﹤0.01% 307
2023
Q1 		$500K Hold
10,937
– – ﹤0.01% 311
2022
Q4 		$451K Sell
10,937
-614
-5% -$24.9K ﹤0.01% 315
2022
Q3 		$411K Hold
11,551
– – ﹤0.01% 313
2022
Q2 		$412K Buy
11,551
+30
+0.3% +$1.18K ﹤0.01% 315
2022
Q1 		$528K Buy
11,521
+60
+0.5% +$2.83K ﹤0.01% 313
2021
Q4 		$622K Buy
11,461
+837
+8% +$45.2K 0.01% 313
2021
Q3 		$550K Buy
10,624
+247
+2% +$13.3K ﹤0.01% 315
2021
Q2 		$504K Buy
10,377
+75
+0.7% +$3.35K ﹤0.01% 328
2021
Q1 		$435K Hold
10,302
– – ﹤0.01% 323
2020
Q4 		$389K Hold
10,302
– – ﹤0.01% 333
2020
Q3 		$315K Sell
10,302
-3
-0% -$85 ﹤0.01% 339
2020
Q2 		$229K Buy
+10,305
New +$191K ﹤0.01% 349

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Boston Trust Walden's CARR Position: Q2 2026 in Review

Boston Trust Walden held its Carrier Global (CARR) position steady in Q2 2026 at 4,587 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Boston Trust Walden first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $820K in Q3 2024. 644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Boston Trust Walden held 4,587 shares of Carrier Global worth $336K as of Q2 2026.
  • Boston Trust Walden left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #361 holding.
  • Boston Trust Walden first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Boston Trust Walden's Carrier Global position peaked at $820K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.