Halbert Hargrove Global Advisors’s Carrier Global CARR Stock Holding History

Halbert Hargrove Global 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	$8.92K	Buy	122 +6	+5%	+$392	﹤0.01%	315
2026 Q1	$6.53K	Hold	116	–	–	﹤0.01%	310
2025 Q4	$6.13K	Sell	116 -117	-50%	-$6.5K	﹤0.01%	314
2025 Q3	$13.9K	Buy	233 +117	+101%	+$7.95K	﹤0.01%	287
2025 Q2	$8.49K	Sell	116 -4	-3%	-$271	﹤0.01%	238
2025 Q1	$7.61K	Buy	120 +4	+3%	+$266	﹤0.01%	277
2024 Q4	$7.92K	Buy	+116	New	+$8.75K	﹤0.01%	239

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Halbert Hargrove Global Advisors's CARR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Carrier Global (CARR) stake by 5.2% in Q2 2026, buying an estimated $392 and bringing the position to 122 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Halbert Hargrove Global Advisors first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Halbert Hargrove Global Advisors held 122 shares of Carrier Global worth $8.92K as of Q2 2026.
Halbert Hargrove Global Advisors bought 6 Carrier Global shares in Q2 2026, an estimated $392.
Carrier Global made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #315 holding.
Halbert Hargrove Global Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Carrier Global position peaked at $13.9K in Q3 2025.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.