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GHP Investment Advisors’s Carrier Global CARR Stock Holding History

GHP 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 		$94.9K Sell
1,294
-115
-8% -$7.52K ﹤0.01% 476
2026
Q1 		$79.4K Buy
1,409
+813
+136% +$48.1K ﹤0.01% 484
2025
Q4 		$31.5K Hold
596
– – ﹤0.01% 580
2025
Q3 		$35.6K Hold
596
– – ﹤0.01% 565
2025
Q2 		$43.7K Hold
596
– – ﹤0.01% 532
2025
Q1 		$37.8K Sell
596
-57
-9% -$3.79K ﹤0.01% 529
2024
Q4 		$44.6K Sell
653
-34
-5% -$2.56K ﹤0.01% 508
2024
Q3 		$55.3K Buy
687
+276
+67% +$19.2K ﹤0.01% 501
2024
Q2 		$26K Buy
411
+10
+2% +$614 ﹤0.01% 562
2024
Q1 		$23.3K Hold
401
– – ﹤0.01% 566
2023
Q4 		$23.1K Sell
401
-194
-33% -$10.3K ﹤0.01% 557
2023
Q3 		$31.3K Buy
595
+400
+205% +$22K ﹤0.01% 546
2023
Q2 		$10.8K Buy
195
+46
+31% +$2.02K ﹤0.01% 682
2023
Q1 		$6.82K Buy
+149
New +$6.67K ﹤0.01% 745
2022
Q3 		– Sell
-256
Closed -$9K – 905
2022
Q2 		$9K Buy
+256
New +$10K ﹤0.01% 692

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

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

GHP Investment Advisors reduced its Carrier Global (CARR) stake by 8.2% in Q2 2026, selling an estimated $7.52K and leaving 1,294 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

GHP Investment Advisors first reported a position in CARR in Q2 2022 and has held it in 15 quarters since. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • GHP Investment Advisors held 1,294 shares of Carrier Global worth $94.9K as of Q2 2026.
  • GHP Investment Advisors sold 115 Carrier Global shares in Q2 2026, an estimated $7.52K.
  • Carrier Global made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #476 holding.
  • GHP Investment Advisors first reported a position in Carrier Global in Q2 2022 and has held it in 15 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.