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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
2025
Q3 		– Sell
-8,000
Closed -$586K – 871
2025
Q2 		$586K Hold
8,000
– – 0.02% 350
2025
Q1 		$507K Buy
+8,000
New +$532K 0.02% 337

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 975 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.
  • 975 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.