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Hohimer Wealth Management’s Carrier Global CARR Stock Holding History

Hohimer Wealth 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 		$508K Hold
6,924
– – 0.05% 226
2026
Q1 		$390K Hold
6,924
– – 0.05% 225
2025
Q4 		$366K Buy
6,924
+20
+0.3% +$1.11K 0.05% 208
2025
Q3 		$412K Hold
6,904
– – 0.06% 205
2025
Q2 		$505K Hold
6,904
– – 0.09% 159
2025
Q1 		$438K Hold
6,904
– – 0.09% 171
2024
Q4 		$471K Hold
6,904
– – 0.09% 147
2024
Q3 		$556K Sell
6,904
-6,713
-49% -$467K 0.12% 135
2024
Q2 		$859K Sell
13,617
-95
-0.7% -$5.83K 0.2% 129
2024
Q1 		$797K Sell
13,712
-8,184
-37% -$460K 0.19% 132
2023
Q4 		$1.26M Sell
21,896
-1,060
-5% -$56.1K 0.32% 88
2023
Q3 		$1.27M Hold
22,956
– – 0.36% 75
2023
Q2 		$1.14M Sell
22,956
-827
-3% -$36.4K 0.32% 81
2023
Q1 		$1.09M Buy
23,783
+1,689
+8% +$75.6K 0.32% 79
2022
Q4 		$911K Sell
22,094
-8,493
-28% -$345K 0.29% 72
2022
Q3 		$1.09M Sell
30,587
-202
-0.7% -$7.96K 0.35% 84
2022
Q2 		$1.1M Sell
30,789
-40,036
-57% -$1.57M 0.32% 86
2022
Q1 		$3.25M Buy
70,825
+2,388
+3% +$112K 0.64% 59
2021
Q4 		$3.71M Sell
68,437
-5,316
-7% -$287K 0.78% 44
2021
Q3 		$3.82M Sell
73,753
-1,026
-1% -$55.2K 0.8% 44
2021
Q2 		$3.63M Buy
74,779
+9,160
+14% +$409K 0.74% 49
2021
Q1 		$2.77M Buy
65,619
+10,662
+19% +$415K 0.68% 54
2020
Q4 		$2.07M Sell
54,957
-8,585
-14% -$311K 0.55% 67
2020
Q3 		$2.05M Buy
63,542
+1,890
+3% +$53.5K 0.59% 53
2020
Q2 		$1.37M Buy
+61,652
New +$1.15M 0.47% 78

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

Hohimer Wealth Management's CARR Position: Q2 2026 in Review

Hohimer Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 6,924 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #226.

Hohimer Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.82M in Q3 2021. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Hohimer Wealth Management held 6,924 shares of Carrier Global worth $508K as of Q2 2026.
  • Hohimer Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.05% of Hohimer Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Hohimer Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Hohimer Wealth Management's Carrier Global position peaked at $3.82M in Q3 2021.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.