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HFM Investment Advisors’s Carrier Global CARR Stock Holding History

HFM 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 		$3.01K Buy
41
+26
+173% +$1.7K ﹤0.01% 304
2026
Q1 		$845 Buy
15
+5
+50% +$296 ﹤0.01% 470
2025
Q4 		$529 Sell
10
-2
-17% -$111 ﹤0.01% 701
2025
Q3 		$716 Sell
12
-7
-37% -$476 ﹤0.01% 502
2025
Q2 		$1.39K Buy
19
+13
+217% +$882 ﹤0.01% 258
2025
Q1 		$381 Buy
+6
New +$399 ﹤0.01% 373

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 $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HFM Investment Advisors increased its Carrier Global (CARR) stake by 173% in Q2 2026, buying an estimated $1.7K and bringing the position to 41 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

HFM Investment Advisors first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • HFM Investment Advisors held 41 shares of Carrier Global worth $3.01K as of Q2 2026.
  • HFM Investment Advisors bought 26 Carrier Global shares in Q2 2026, an estimated $1.7K.
  • Carrier Global made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #304 holding.
  • HFM Investment Advisors first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.