Brian C. Broderick’s Carrier Global CARR Stock Holding History

Brian C. Broderick’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	–	Sell	-8,930	Closed	-$503K	–	96
2026 Q1	$503K	Sell	8,930 -2,712	-23%	-$161K	0.09%	73
2025 Q4	$615K	Sell	11,642 -88,242	-88%	-$4.91M	0.12%	62
2025 Q3	$5.96M	Sell	99,884 -8,798	-8%	-$598K	1.13%	30
2025 Q2	$7.95M	Sell	108,682 -4,165	-4%	-$283K	1.57%	24
2025 Q1	$7.15M	Buy	112,847 +24,685	+28%	+$1.64M	1.46%	28
2024 Q4	$6.02M	Sell	88,162 -2,410	-3%	-$182K	1.18%	31
2024 Q3	$7.29M	Buy	90,572 +32,414	+56%	+$2.26M	1.43%	27
2024 Q2	$3.67M	Buy	58,158 +37,760	+185%	+$2.32M	0.75%	34
2024 Q1	$1.19M	Buy	+20,398	New	+$1.15M	0.25%	53
2020 Q3	–	Sell	-35,943	Closed	-$798K	–	86
2020 Q2	$798K	Buy	+35,943	New	+$668K	0.27%	57

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brian C. Broderick's CARR Position: Q2 2026 in Review

Brian C. Broderick sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 8,930 shares — an estimated $503K sold.

Brian C. Broderick first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $7.95M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Brian C. Broderick reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
Brian C. Broderick sold 8,930 Carrier Global shares in Q2 2026, an estimated $503K.
Brian C. Broderick first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Brian C. Broderick's Carrier Global position peaked at $7.95M in Q2 2025.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Brian C. Broderick's 13F filing for Q2 2026, filed 11 Aug 2026.