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Burling Wealth Partners’s Carrier Global CARR Stock Holding History

Burling 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 		$1.28M Hold
17,425
– – 0.19% 91
2026
Q1 		$981K Sell
17,425
-2,340
-12% -$139K 0.16% 96
2025
Q4 		$1.04M Sell
19,765
-2,030
-9% -$113K 0.16% 93
2025
Q3 		$1.3M Sell
21,795
-263
-1% -$17.9K 0.22% 84
2025
Q2 		$1.61M Hold
22,058
– – 0.3% 74
2025
Q1 		$1.4M Sell
22,058
-7,860
-26% -$522K 0.29% 80
2024
Q4 		$2.04M Buy
+29,918
New +$2.26M 0.42% 66

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners held its Carrier Global (CARR) position steady in Q2 2026 at 17,425 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #91.

Burling Wealth Partners first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Burling Wealth Partners held 17,425 shares of Carrier Global worth $1.28M as of Q2 2026.
  • Burling Wealth Partners left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.19% of Burling Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Burling Wealth Partners first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Carrier Global position peaked at $2.04M in Q4 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.