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HUB Investment Partners’s Carrier Global CARR Stock Holding History

HUB Investment Partners’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 		$696K Buy
9,489
+1,087
+13% +$71K 0.01% 573
2026
Q1 		$473K Buy
8,402
+1,893
+29% +$112K 0.01% 586
2025
Q4 		$344K Sell
6,509
-9
-0.1% -$500 0.01% 620
2025
Q3 		$389K Buy
6,518
+396
+6% +$26.9K 0.01% 472
2025
Q2 		$448K Buy
6,122
+1,022
+20% +$69.3K 0.02% 405
2025
Q1 		$323K Sell
5,100
-60
-1% -$3.99K 0.01% 428
2024
Q4 		$352K Sell
5,160
-235
-4% -$17.7K 0.01% 365
2024
Q3 		$434K Buy
5,395
+28
+0.5% +$1.95K 0.02% 319
2024
Q2 		$339K Buy
5,367
+546
+11% +$33.5K 0.01% 343
2024
Q1 		$280K Buy
+4,821
New +$271K 0.02% 371

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

HUB Investment Partners's CARR Position: Q2 2026 in Review

HUB Investment Partners increased its Carrier Global (CARR) stake by 13% in Q2 2026, buying an estimated $71K and bringing the position to 9,489 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #573.

HUB Investment Partners first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • HUB Investment Partners held 9,489 shares of Carrier Global worth $696K as of Q2 2026.
  • HUB Investment Partners bought 1,087 Carrier Global shares in Q2 2026, an estimated $71K.
  • Carrier Global made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #573 holding.
  • HUB Investment Partners first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.