CFO
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Callan Family Office’s Carrier Global CARR Stock Holding History

Callan Family Office’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 		$6.78M Buy
92,431
+2,750
+3% +$180K 0.13% 154
2026
Q1 		$5.05M Buy
89,681
+24,273
+37% +$1.44M 0.11% 190
2025
Q4 		$3.46M Sell
65,408
-3,984
-6% -$221K 0.07% 243
2025
Q3 		$4.14M Sell
69,392
-5,225
-7% -$355K 0.13% 165
2025
Q2 		$5.46M Buy
74,617
+50,085
+204% +$3.4M 0.17% 138
2025
Q1 		$1.56M Sell
24,532
-5,040
-17% -$335K 0.12% 155
2024
Q4 		$2.02M Buy
+29,572
New +$2.23M 0.13% 148
2023
Q2 		– Sell
-10,454
Closed -$478K – 117
2023
Q1 		$478K Buy
+10,454
New +$468K 0.12% 96

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

Callan Family Office's CARR Position: Q2 2026 in Review

Callan Family Office increased its Carrier Global (CARR) stake by 3.1% in Q2 2026, buying an estimated $180K and bringing the position to 92,431 shares worth $6.78M. The position accounts for 0.13% of the portfolio, ranked #154.

Callan Family Office first reported a position in CARR in Q1 2023 and has held it in 8 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Callan Family Office held 92,431 shares of Carrier Global worth $6.78M as of Q2 2026.
  • Callan Family Office bought 2,750 Carrier Global shares in Q2 2026, an estimated $180K.
  • Carrier Global made up 0.13% of Callan Family Office's portfolio in Q2 2026, its #154 holding.
  • Callan Family Office first reported a position in Carrier Global in Q1 2023 and has held it in 8 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.