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Chad R. Baker’s Carrier Global CARR Stock Holding History

Chad R. Baker’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 		$18.6M Hold
253,050
– – 3% 12
2026
Q1 		$14.2M Hold
253,050
– – 2.69% 15
2025
Q4 		$13.5M Buy
253,050
+145
+0.1% +$8.06K 2.43% 16
2025
Q3 		$15.1M Sell
252,905
-10,995
-4% -$747K 2.6% 13
2025
Q2 		$19.3M Hold
263,900
– – 3.59% 9
2025
Q1 		$16.7M Sell
263,900
-7,585
-3% -$504K 3.41% 8
2024
Q4 		$18.5M Sell
271,485
-225
-0.1% -$17K 3.63% 7
2024
Q3 		$21.9M Sell
271,710
-4,065
-1% -$283K 4.3% 4
2024
Q2 		$17.4M Hold
275,775
– – 3.63% 9
2024
Q1 		$16M Hold
275,775
– – 3.41% 9
2023
Q4 		$15.8M Sell
275,775
-725
-0.3% -$38.4K 3.57% 8
2023
Q3 		$15.3M Buy
276,500
+860
+0.3% +$47.3K 3.85% 7
2023
Q2 		$13.7M Buy
275,640
+1,015
+0.4% +$44.7K 3.24% 10
2023
Q1 		$12.6M Buy
274,625
+7,280
+3% +$326K 3.19% 10
2022
Q4 		$11M Hold
267,345
– – 3.09% 11
2022
Q3 		$9.51M Hold
267,345
– – 2.71% 14
2022
Q2 		$9.53M Hold
267,345
– – 2.65% 14
2022
Q1 		$12.3M Hold
267,345
– – 2.77% 13
2021
Q4 		$14.5M Hold
267,345
– – 3% 12
2021
Q3 		$13.8M Hold
267,345
– – 3.1% 10
2021
Q2 		$13M Hold
267,345
– – 2.92% 11
2021
Q1 		$11.3M Hold
267,345
– – 2.7% 15
2020
Q4 		$10.1M Hold
267,345
– – 2.46% 20
2020
Q3 		$8.16M Hold
267,345
– – 2.2% 20
2020
Q2 		$5.94M Buy
+267,345
New +$4.97M 1.79% 24

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Chad R. Baker's CARR Position: Q2 2026 in Review

Chad R. Baker held its Carrier Global (CARR) position steady in Q2 2026 at 253,050 shares worth $18.6M. The position accounts for 3% of the portfolio, ranked #12.

Chad R. Baker first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.9M in Q3 2024. 258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Chad R. Baker held 253,050 shares of Carrier Global worth $18.6M as of Q2 2026.
  • Chad R. Baker left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 3% of Chad R. Baker's portfolio in Q2 2026, its #12 holding.
  • Chad R. Baker first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Chad R. Baker's Carrier Global position peaked at $21.9M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.