Burk Holdings’s Carrier Global CARR Stock Holding History

Burk Holdings’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	$1.98K	Hold	27	–	–	﹤0.01%	508
2026 Q1	$1.52K	Buy	+27	New	+$1.6K	﹤0.01%	554

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

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

Burk Holdings's CARR Position: Q2 2026 in Review

Burk Holdings held its Carrier Global (CARR) position steady in Q2 2026 at 27 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Burk Holdings first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Burk Holdings held 27 shares of Carrier Global worth $1.98K as of Q2 2026.
Burk Holdings left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #508 holding.
Burk Holdings first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.