CBIZ Investment Advisory Services’s Carrier Global CARR Stock Holding History

CBIZ Investment Advisory Services’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	$1.07K	Hold	19	–	–	﹤0.01%	385
2026 Q1	$1.07K	Sell	19 -26	-58%	-$1.54K	﹤0.01%	385
2025 Q4	$2.38K	Buy	45 +19	+73%	+$1.06K	﹤0.01%	617
2025 Q3	$1.55K	Sell	26 -11	-30%	-$747	﹤0.01%	587
2025 Q2	$2.71K	Buy	37 +14	+61%	+$950	﹤0.01%	508
2025 Q1	$1.46K	Buy	+23	New	+$1.53K	﹤0.01%	509

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 $3.38T AUM 44.17% 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

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

CBIZ Investment Advisory Services's CARR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Carrier Global (CARR) position steady in Q2 2026 at 19 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

CBIZ Investment Advisory Services first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.71K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

CBIZ Investment Advisory Services held 19 shares of Carrier Global worth $1.07K as of Q2 2026.
CBIZ Investment Advisory Services left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #385 holding.
CBIZ Investment Advisory Services first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's Carrier Global position peaked at $2.71K in Q2 2025.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.