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Hughes Financial Services’s Carrier Global CARR Stock Holding History

Hughes Financial Services’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 		$5.94K Buy
81
+39
+93% +$2.55K ﹤0.01% 470
2026
Q1 		$2.37K Buy
42
+10
+31% +$592 ﹤0.01% 557
2025
Q4 		$1.69K Sell
32
-34
-52% -$1.89K ﹤0.01% 592
2025
Q3 		$3.78K Buy
66
+4
+6% +$272 ﹤0.01% 434
2025
Q2 		$4.1K Sell
62
-23
-27% -$1.56K ﹤0.01% 432
2025
Q1 		$5.4K Buy
+85
New +$5.65K ﹤0.01% 388

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

Hughes Financial Services's CARR Position: Q2 2026 in Review

Hughes Financial Services increased its Carrier Global (CARR) stake by 93% in Q2 2026, buying an estimated $2.55K and bringing the position to 81 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Hughes Financial Services 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.

  • Hughes Financial Services held 81 shares of Carrier Global worth $5.94K as of Q2 2026.
  • Hughes Financial Services bought 39 Carrier Global shares in Q2 2026, an estimated $2.55K.
  • Carrier Global made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #470 holding.
  • Hughes Financial Services 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.