BC
CARR icon

Burney Company’s Carrier Global CARR Stock Holding History

Burney Company’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 		$1.37M Sell
18,615
-11,994
-39% -$784K 0.04% 308
2026
Q1 		$1.72M Buy
30,609
+9,274
+43% +$549K 0.05% 242
2025
Q4 		$1.13M Buy
21,335
+599
+3% +$33.3K 0.04% 314
2025
Q3 		$1.24M Sell
20,736
-170
-0.8% -$11.5K 0.04% 289
2025
Q2 		$1.53M Sell
20,906
-1,326
-6% -$90K 0.05% 262
2025
Q1 		$1.41M Sell
22,232
-310
-1% -$20.6K 0.05% 265
2024
Q4 		$1.54M Buy
22,542
+120
+0.5% +$9.05K 0.05% 252
2024
Q3 		$1.8M Sell
22,422
-430
-2% -$29.9K 0.06% 238
2024
Q2 		$1.44M Sell
22,852
-1,055
-4% -$64.8K 0.06% 267
2024
Q1 		$1.39M Sell
23,907
-886
-4% -$49.8K 0.05% 285
2023
Q4 		$1.42M Sell
24,793
-2,337
-9% -$124K 0.06% 279
2023
Q3 		$1.5M Sell
27,130
-1,381
-5% -$76K 0.07% 259
2023
Q2 		$1.42M Sell
28,511
-2,090
-7% -$92K 0.07% 278
2023
Q1 		$1.4M Sell
30,601
-876
-3% -$39.2K 0.07% 267
2022
Q4 		$1.3M Sell
31,477
-1,480
-4% -$60.1K 0.07% 266
2022
Q3 		$1.17M Sell
32,957
-2,920
-8% -$115K 0.06% 273
2022
Q2 		$1.28M Buy
35,877
+1,687
+5% +$66.2K 0.07% 271
2022
Q1 		$1.57M Sell
34,190
-1,542
-4% -$72.6K 0.07% 269
2021
Q4 		$1.94M Sell
35,732
-1,068
-3% -$57.6K 0.08% 242
2021
Q3 		$1.91M Sell
36,800
-10,532
-22% -$567K 0.09% 227
2021
Q2 		$2.3M Sell
47,332
-2,634
-5% -$118K 0.11% 215
2021
Q1 		$2.11M Sell
49,966
-9,183
-16% -$357K 0.1% 215
2020
Q4 		$2.23M Sell
59,149
-3,380
-5% -$122K 0.12% 200
2020
Q3 		$1.91M Sell
62,529
-14,139
-18% -$400K 0.12% 213
2020
Q2 		$1.7M Buy
+76,668
New +$1.42M 0.11% 213

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

Burney Company's CARR Position: Q2 2026 in Review

Burney Company reduced its Carrier Global (CARR) stake by 39% in Q2 2026, selling an estimated $784K and leaving 18,615 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #308.

Burney Company first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q2 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Burney Company held 18,615 shares of Carrier Global worth $1.37M as of Q2 2026.
  • Burney Company sold 11,994 Carrier Global shares in Q2 2026, an estimated $784K.
  • Carrier Global made up 0.04% of Burney Company's portfolio in Q2 2026, its #308 holding.
  • Burney Company first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Burney Company's Carrier Global position peaked at $2.3M in Q2 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.