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Choate Investment Advisors’s Carrier Global CARR Stock Holding History

Choate Investment 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 		$1.32M Sell
18,058
-490
-3% -$32K 0.02% 216
2026
Q1 		$1.04M Buy
18,548
+1,806
+11% +$107K 0.02% 229
2025
Q4 		$885K Buy
16,742
+2,401
+17% +$133K 0.02% 242
2025
Q3 		$856K Hold
14,341
– – 0.02% 223
2025
Q2 		$1.05M Sell
14,341
-89
-0.6% -$6.04K 0.02% 196
2025
Q1 		$915K Sell
14,430
-4,231
-23% -$281K 0.02% 199
2024
Q4 		$1.27M Buy
18,661
+4,906
+36% +$370K 0.03% 170
2024
Q3 		$1.11M Sell
13,755
-221
-2% -$15.4K 0.03% 187
2024
Q2 		$882K Sell
13,976
-72
-0.5% -$4.42K 0.02% 201
2024
Q1 		$817K Sell
14,048
-5,999
-30% -$337K 0.02% 221
2023
Q4 		$1.15M Sell
20,047
-266
-1% -$14.1K 0.04% 165
2023
Q3 		$1.12M Buy
20,313
+372
+2% +$20.5K 0.04% 147
2023
Q2 		$991K Sell
19,941
-60
-0.3% -$2.64K 0.04% 142
2023
Q1 		$915K Sell
20,001
-3,906
-16% -$175K 0.04% 132
2022
Q4 		$986K Buy
23,907
+179
+0.8% +$7.26K 0.06% 126
2022
Q3 		$844K Sell
23,728
-197
-0.8% -$7.76K 0.06% 118
2022
Q2 		$853K Sell
23,925
-27,522
-53% -$1.08M 0.05% 124
2022
Q1 		$2.36M Buy
51,447
+31,390
+157% +$1.48M 0.13% 75
2021
Q4 		$1.09M Sell
20,057
-109
-0.5% -$5.88K 0.06% 130
2021
Q3 		$1.04M Sell
20,166
-120
-0.6% -$6.46K 0.07% 124
2021
Q2 		$985K Sell
20,286
-2,107
-9% -$94.2K 0.06% 128
2021
Q1 		$945K Sell
22,393
-737
-3% -$28.7K 0.06% 127
2020
Q4 		$873K Sell
23,130
-1,085
-4% -$39.3K 0.05% 126
2020
Q3 		$739K Sell
24,215
-804
-3% -$22.7K 0.05% 126
2020
Q2 		$556K Buy
+25,019
New +$465K 0.04% 141

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

Choate Investment Advisors's CARR Position: Q2 2026 in Review

Choate Investment Advisors reduced its Carrier Global (CARR) stake by 2.6% in Q2 2026, selling an estimated $32K and leaving 18,058 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #216.

Choate Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.36M in Q1 2022. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Choate Investment Advisors held 18,058 shares of Carrier Global worth $1.32M as of Q2 2026.
  • Choate Investment Advisors sold 490 Carrier Global shares in Q2 2026, an estimated $32K.
  • Carrier Global made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Choate Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Choate Investment Advisors's Carrier Global position peaked at $2.36M in Q1 2022.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.