Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Carrier Global CARR Stock Holding History

Cambridge Investment Research Advisors’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 		$6.58M Buy
89,737
+3,765
+4% +$246K 0.01% 870
2026
Q1 		$4.84M Buy
85,972
+6,962
+9% +$412K 0.01% 985
2025
Q4 		$4.17M Buy
79,010
+1,878
+2% +$104K 0.01% 1024
2025
Q3 		$4.61M Sell
77,132
-18,291
-19% -$1.24M 0.01% 963
2025
Q2 		$6.98M Buy
95,423
+15,954
+20% +$1.08M 0.02% 694
2025
Q1 		$5.04M Sell
79,469
-16,922
-18% -$1.12M 0.02% 796
2024
Q4 		$6.58M Sell
96,391
-3,653
-4% -$276K 0.02% 656
2024
Q3 		$8.05M Buy
100,044
+24,076
+32% +$1.68M 0.03% 582
2024
Q2 		$4.79M Sell
75,968
-18,379
-19% -$1.13M 0.02% 778
2024
Q1 		$5.48M Buy
94,347
+1,669
+2% +$93.8K 0.02% 697
2023
Q4 		$5.32M Sell
92,678
-1,531
-2% -$81K 0.02% 672
2023
Q3 		$5.2M Sell
94,209
-798
-0.8% -$43.9K 0.02% 628
2023
Q2 		$4.72M Buy
95,007
+3,539
+4% +$156K 0.02% 689
2023
Q1 		$4.18M Sell
91,468
-1,893
-2% -$84.7K 0.02% 730
2022
Q4 		$3.85M Buy
93,361
+5,787
+7% +$235K 0.02% 722
2022
Q3 		$3.11M Sell
87,574
-2,352
-3% -$92.6K 0.02% 801
2022
Q2 		$3.21M Sell
89,926
-40,221
-31% -$1.58M 0.02% 810
2022
Q1 		$5.97M Sell
130,147
-17,763
-12% -$836K 0.03% 558
2021
Q4 		$8.02M Sell
147,910
-53
-0% -$2.86K 0.04% 456
2021
Q3 		$7.66M Buy
147,963
+18,765
+15% +$1.01M 0.04% 440
2021
Q2 		$6.28M Buy
129,198
+34,232
+36% +$1.53M 0.03% 520
2021
Q1 		$4.01M Buy
94,966
+19,201
+25% +$747K 0.02% 660
2020
Q4 		$2.86M Buy
75,765
+2,630
+4% +$95.2K 0.02% 740
2020
Q3 		$2.23M Buy
73,135
+644
+0.9% +$18.2K 0.02% 749
2020
Q2 		$1.61M Buy
+72,491
New +$1.35M 0.01% 866

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

Cambridge Investment Research Advisors's CARR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Carrier Global (CARR) stake by 4.4% in Q2 2026, buying an estimated $246K and bringing the position to 89,737 shares worth $6.58M. The position accounts for 0.01% of the portfolio, ranked #870.

Cambridge Investment Research Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.05M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cambridge Investment Research Advisors held 89,737 shares of Carrier Global worth $6.58M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,765 Carrier Global shares in Q2 2026, an estimated $246K.
  • Carrier Global made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #870 holding.
  • Cambridge Investment Research Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's Carrier Global position peaked at $8.05M in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.