CPIG
CARR icon

Chicago Partners Investment Group’s Carrier Global CARR Stock Holding History

Chicago Partners Investment Group’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 		$824K Buy
11,922
+3,654
+44% +$239K 0.02% 742
2026
Q1 		$501K Buy
8,268
+624
+8% +$36.9K 0.01% 887
2025
Q4 		$438K Buy
7,644
+1,234
+19% +$68.6K 0.01% 844
2025
Q3 		$376K Sell
6,410
-504
-7% -$34.2K 0.01% 843
2025
Q2 		$550K Buy
6,914
+859
+14% +$58.3K 0.02% 560
2025
Q1 		$424K Buy
6,055
+168
+3% +$11.2K 0.01% 574
2024
Q4 		$403K Buy
5,887
+147
+3% +$11.1K 0.01% 567
2024
Q3 		$459K Buy
5,740
+89
+2% +$6.2K 0.02% 513
2024
Q2 		$381K Sell
5,651
-157
-3% -$9.64K 0.01% 535
2024
Q1 		$320K Sell
5,808
-140
-2% -$7.87K 0.01% 554
2023
Q4 		$327K Sell
5,948
-33
-0.6% -$1.75K 0.02% 523
2023
Q3 		$290K Sell
5,981
-1,068
-15% -$58.8K 0.02% 518
2023
Q2 		$416K Buy
7,049
+204
+3% +$8.98K 0.02% 460
2023
Q1 		$287K Buy
6,845
+33
+0.5% +$1.48K 0.02% 513
2022
Q4 		$302K Buy
6,812
+216
+3% +$8.77K 0.02% 477
2022
Q3 		$271K Buy
6,596
+33
+0.5% +$1.3K 0.02% 460
2022
Q2 		$266K Sell
6,563
-89
-1% -$3.49K 0.02% 469
2022
Q1 		$249K Buy
+6,652
New +$313K 0.02% 458
2021
Q4 		– Sell
-4,197
Closed -$229K – 573
2021
Q3 		$229K Buy
4,197
+96
+2% +$5.17K 0.02% 510
2021
Q2 		$211K Buy
+4,101
New +$183K 0.02% 496

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

Chicago Partners Investment Group's CARR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Carrier Global (CARR) stake by 44% in Q2 2026, buying an estimated $239K and bringing the position to 11,922 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #742.

Chicago Partners Investment Group first reported a position in CARR in Q2 2021 and has held it in 20 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Chicago Partners Investment Group held 11,922 shares of Carrier Global worth $824K as of Q2 2026.
  • Chicago Partners Investment Group bought 3,654 Carrier Global shares in Q2 2026, an estimated $239K.
  • Carrier Global made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #742 holding.
  • Chicago Partners Investment Group first reported a position in Carrier Global in Q2 2021 and has held it in 20 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.