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BFC Planning, Inc.’s Carrier Global CARR Stock Holding History

BFC Planning, Inc.’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 		$554K Buy
7,548
+996
+15% +$65.1K 0.02% 577
2026
Q1 		$369K Buy
6,552
+367
+6% +$21.7K 0.02% 665
2025
Q4 		$327K Buy
6,185
+811
+15% +$45.1K 0.01% 683
2025
Q3 		$321K Buy
5,374
+712
+15% +$48.4K 0.02% 509
2025
Q2 		$341K Buy
4,662
+1,036
+29% +$70.3K 0.03% 452
2025
Q1 		$230K Buy
3,626
+812
+29% +$54K 0.02% 557
2024
Q4 		$192K Buy
+2,814
New +$212K 0.02% 631

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BFC Planning, Inc.'s CARR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Carrier Global (CARR) stake by 15% in Q2 2026, buying an estimated $65.1K and bringing the position to 7,548 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #577.

BFC Planning, Inc. first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,659 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • BFC Planning, Inc. held 7,548 shares of Carrier Global worth $554K as of Q2 2026.
  • BFC Planning, Inc. bought 996 Carrier Global shares in Q2 2026, an estimated $65.1K.
  • Carrier Global made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #577 holding.
  • BFC Planning, Inc. first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.