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Hartford Financial Management’s Carrier Global CARR Stock Holding History

Hartford Financial Management’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 		$810K Hold
11,050
– – 0.18% 89
2026
Q1 		$622K Sell
11,050
-19
-0.2% -$1.13K 0.16% 96
2025
Q4 		$585K Hold
11,069
– – 0.15% 92
2025
Q3 		$661K Sell
11,069
-17
-0.2% -$1.16K 0.18% 91
2025
Q2 		$811K Sell
11,086
-11,288
-50% -$766K 0.22% 82
2025
Q1 		$1.42M Buy
22,374
+3
+0% +$199 0.29% 90
2024
Q4 		$1.53M Buy
22,371
+3
+0% +$226 0.31% 91
2024
Q3 		$1.8M Sell
22,368
-198
-0.9% -$13.8K 0.37% 83
2024
Q2 		$1.42M Buy
22,566
+3
+0% +$184 0.31% 92
2024
Q1 		$1.31M Sell
22,563
-697
-3% -$39.2K 0.28% 100
2023
Q4 		$1.34M Sell
23,260
-340
-1% -$18K 0.3% 97
2023
Q3 		$1.3M Sell
23,600
-135
-0.6% -$7.43K 0.33% 92
2023
Q2 		$1.18M Buy
23,735
+81
+0.3% +$3.56K 0.29% 101
2023
Q1 		$1.08M Sell
23,654
-352
-1% -$15.8K 0.28% 105
2022
Q4 		$990K Sell
24,006
-369
-2% -$15K 0.26% 109
2022
Q3 		$867K Sell
24,375
-229
-0.9% -$9.02K 0.25% 109
2022
Q2 		$877K Sell
24,604
-658
-3% -$25.8K 0.24% 112
2022
Q1 		$1.16M Sell
25,262
-331
-1% -$15.6K 0.28% 103
2021
Q4 		$1.39M Sell
25,593
-198
-0.8% -$10.7K 0.32% 97
2021
Q3 		$1.33M Sell
25,791
-88
-0.3% -$4.74K 0.34% 95
2021
Q2 		$1.26M Sell
25,879
-24
-0.1% -$1.07K 0.31% 99
2021
Q1 		$1.09M Sell
25,903
-425
-2% -$16.5K 0.27% 104
2020
Q4 		$993K Sell
26,328
-995
-4% -$36K 0.26% 102
2020
Q3 		$834K Sell
27,323
-426
-2% -$12.1K 0.25% 104
2020
Q2 		$617K Buy
+27,749
New +$516K 0.2% 110

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

Hartford Financial Management's CARR Position: Q2 2026 in Review

Hartford Financial Management held its Carrier Global (CARR) position steady in Q2 2026 at 11,050 shares worth $810K. The position accounts for 0.18% of the portfolio, ranked #89.

Hartford Financial Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.8M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Hartford Financial Management held 11,050 shares of Carrier Global worth $810K as of Q2 2026.
  • Hartford Financial Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.18% of Hartford Financial Management's portfolio in Q2 2026, its #89 holding.
  • Hartford Financial Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Hartford Financial Management's Carrier Global position peaked at $1.8M in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.