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BSW Wealth Partners’s Carrier Global CARR Stock Holding History

BSW Wealth Partners’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 		$210K Sell
2,867
-908
-24% -$59.3K 0.02% 312
2026
Q1 		$213K Sell
3,775
-347
-8% -$20.5K 0.03% 296
2025
Q4 		$218K Sell
4,122
-964
-19% -$53.6K 0.03% 298
2025
Q3 		$304K Sell
5,086
-2,261
-31% -$154K 0.04% 251
2025
Q2 		$538K Sell
7,347
-775
-10% -$52.6K 0.07% 152
2025
Q1 		$515K Buy
8,122
+2,527
+45% +$168K 0.08% 148
2024
Q4 		$382K Buy
5,595
+315
+6% +$23.8K 0.06% 194
2024
Q3 		$425K Sell
5,280
-222
-4% -$15.5K 0.06% 180
2024
Q2 		$347K Buy
5,502
+30
+0.5% +$1.84K 0.06% 187
2024
Q1 		$318K Sell
5,472
-437
-7% -$24.6K 0.05% 211
2023
Q4 		$339K Sell
5,909
-200
-3% -$10.6K 0.07% 179
2023
Q3 		$337K Sell
6,109
-231
-4% -$12.7K 0.08% 152
2023
Q2 		$315K Sell
6,340
-81
-1% -$3.56K 0.07% 177
2023
Q1 		$294K Sell
6,421
-159
-2% -$7.12K 0.06% 220
2022
Q4 		$271K Sell
6,580
-29
-0.4% -$1.18K 0.06% 237
2022
Q3 		$235K Buy
+6,609
New +$260K 0.06% 232
2022
Q2 		– Sell
-5,514
Closed -$253K – 283
2022
Q1 		$253K Buy
+5,514
New +$260K 0.06% 230

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

BSW Wealth Partners's CARR Position: Q2 2026 in Review

BSW Wealth Partners reduced its Carrier Global (CARR) stake by 24% in Q2 2026, selling an estimated $59.3K and leaving 2,867 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #312.

BSW Wealth Partners first reported a position in CARR in Q1 2022 and has held it in 17 quarters since. The position peaked at $538K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BSW Wealth Partners held 2,867 shares of Carrier Global worth $210K as of Q2 2026.
  • BSW Wealth Partners sold 908 Carrier Global shares in Q2 2026, an estimated $59.3K.
  • Carrier Global made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #312 holding.
  • BSW Wealth Partners first reported a position in Carrier Global in Q1 2022 and has held it in 17 quarters since.
  • BSW Wealth Partners's Carrier Global position peaked at $538K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.