Concurrent Investment Advisors’s Carrier Global CARR Stock Holding History

Concurrent 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	$1.85M	Buy	25,267 +986	+4%	+$64.4K	0.02%	746
2026 Q1	$1.37M	Sell	24,281 -1,278	-5%	-$75.7K	0.01%	750
2025 Q4	$1.35M	Sell	25,559 -9,814	-28%	-$546K	0.02%	711
2025 Q3	$2.11M	Sell	35,373 -151	-0.4%	-$10.3K	0.04%	453
2025 Q2	$2.6M	Buy	35,524 +1,503	+4%	+$102K	0.05%	366
2025 Q1	$2.16M	Buy	34,021 +6,582	+24%	+$437K	0.05%	351
2024 Q4	$1.87M	Sell	27,439 -4,046	-13%	-$305K	0.05%	340
2024 Q3	$2.53M	Buy	31,485 +816	+3%	+$56.8K	0.07%	250
2024 Q2	$1.93M	Buy	30,669 +4,904	+19%	+$301K	0.06%	287
2024 Q1	$1.5M	Buy	25,765 +15,679	+155%	+$881K	0.06%	295
2023 Q4	$579K	Buy	+10,086	New	+$534K	0.03%	466

Other funds holding CARR

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Carrier Global (CARR) stake by 4.1% in Q2 2026, buying an estimated $64.4K and bringing the position to 25,267 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #746.

Concurrent Investment Advisors first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q2 2025. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Concurrent Investment Advisors held 25,267 shares of Carrier Global worth $1.85M as of Q2 2026.
Concurrent Investment Advisors bought 986 Carrier Global shares in Q2 2026, an estimated $64.4K.
Carrier Global made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #746 holding.
Concurrent Investment Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Carrier Global position peaked at $2.6M in Q2 2025.
708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.