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Checchi Capital Advisers’s Carrier Global CARR Stock Holding History

Checchi Capital Advisers’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 		$637K Buy
8,688
+126
+1% +$8.23K 0.03% 311
2026
Q1 		$482K Buy
8,562
+1,329
+18% +$78.7K 0.02% 362
2025
Q4 		$382K Sell
7,233
-764
-10% -$42.5K 0.02% 383
2025
Q3 		$477K Sell
7,997
-1,194
-13% -$81.1K 0.02% 336
2025
Q2 		$673K Buy
9,191
+41
+0.4% +$2.78K 0.04% 280
2025
Q1 		$580K Buy
9,150
+452
+5% +$30K 0.03% 300
2024
Q4 		$594K Sell
8,698
-356
-4% -$26.9K 0.03% 288
2024
Q3 		$729K Sell
9,054
-67
-0.7% -$4.67K 0.04% 250
2024
Q2 		$575K Buy
9,121
+221
+2% +$13.6K 0.03% 293
2024
Q1 		$517K Buy
8,900
+197
+2% +$11.1K 0.04% 317
2023
Q4 		$500K Buy
8,703
+53
+0.6% +$2.8K 0.04% 309
2023
Q3 		$477K Sell
8,650
-141
-2% -$7.76K 0.04% 297
2023
Q2 		$437K Buy
8,791
+130
+2% +$5.72K 0.04% 322
2023
Q1 		$396K Buy
8,661
+42
+0.5% +$1.88K 0.04% 341
2022
Q4 		$356K Sell
8,619
-478
-5% -$19.4K 0.04% 347
2022
Q3 		$323K Buy
9,097
+285
+3% +$11.2K 0.03% 369
2022
Q2 		$357K Buy
8,812
+1,176
+15% +$46.2K 0.03% 373
2022
Q1 		$350K Buy
7,636
+439
+6% +$20.7K 0.03% 360
2021
Q4 		$390K Buy
7,197
+331
+5% +$17.9K 0.03% 328
2021
Q3 		$355K Buy
6,866
+19
+0.3% +$1.02K 0.04% 318
2021
Q2 		$333K Sell
6,847
-82
-1% -$3.66K 0.03% 333
2021
Q1 		$293K Buy
6,929
+42
+0.6% +$1.63K 0.03% 365
2020
Q4 		$260K Sell
6,887
-185
-3% -$6.7K 0.03% 383
2020
Q3 		$216K Buy
+7,072
New +$200K 0.02% 385

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Checchi Capital Advisers's CARR Position: Q2 2026 in Review

Checchi Capital Advisers increased its Carrier Global (CARR) stake by 1.5% in Q2 2026, buying an estimated $8.23K and bringing the position to 8,688 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #311.

Checchi Capital Advisers first reported a position in CARR in Q3 2020 and has held it in 24 quarters since. The position peaked at $729K in Q3 2024. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Checchi Capital Advisers held 8,688 shares of Carrier Global worth $637K as of Q2 2026.
  • Checchi Capital Advisers bought 126 Carrier Global shares in Q2 2026, an estimated $8.23K.
  • Carrier Global made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #311 holding.
  • Checchi Capital Advisers first reported a position in Carrier Global in Q3 2020 and has held it in 24 quarters since.
  • Checchi Capital Advisers's Carrier Global position peaked at $729K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.