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Key Financial Inc’s Carrier Global CARR Stock Holding History

Key Financial Inc’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 		$189K Sell
2,576
-31
-1% -$2.03K 0.03% 308
2026
Q1 		$147K Buy
2,607
+31
+1% +$1.83K 0.03% 342
2025
Q4 		$136K Hold
2,576
– – 0.02% 346
2025
Q3 		$153K Buy
2,576
+270
+12% +$18.3K 0.03% 330
2025
Q2 		$169K Sell
2,306
-105
-4% -$7.12K 0.03% 301
2025
Q1 		$153K Hold
2,411
– – 0.03% 299
2024
Q4 		$165K Hold
2,411
– – 0.04% 280
2024
Q3 		$194K Buy
2,411
+10
+0.4% +$696 0.04% 254
2024
Q2 		$151K Buy
2,401
+1,209
+101% +$74.2K 0.04% 270
2024
Q1 		$69.3K Hold
1,192
– – 0.02% 382
2023
Q4 		$68.5K Sell
1,192
-34
-3% -$1.8K 0.02% 373
2023
Q3 		$67.7K Hold
1,226
– – 0.02% 350
2023
Q2 		$60.9K Hold
1,226
– – 0.02% 375
2023
Q1 		$56.1K Hold
1,226
– – 0.02% 375
2022
Q4 		$43.6K Hold
1,226
– – 0.02% 385
2022
Q3 		$44K Hold
1,226
– – 0.02% 387
2022
Q2 		$44K Hold
1,226
– – 0.02% 383
2022
Q1 		$56K Sell
1,226
-90
-7% -$4.24K 0.03% 346
2021
Q4 		$71K Hold
1,316
– – 0.04% 292
2021
Q3 		$68K Buy
1,316
+100
+8% +$5.38K 0.04% 291
2021
Q2 		$67K Buy
1,216
+90
+8% +$4.02K 0.04% 302
2021
Q1 		$48K Buy
1,126
+77
+7% +$2.99K 0.03% 279
2020
Q4 		$40K Buy
+1,049
New +$38K 0.03% 278

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

Key Financial Inc's CARR Position: Q2 2026 in Review

Key Financial Inc reduced its Carrier Global (CARR) stake by 1.2% in Q2 2026, selling an estimated $2.03K and leaving 2,576 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #308.

Key Financial Inc first reported a position in CARR in Q4 2020 and has held it in 23 quarters since. The position peaked at $194K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Key Financial Inc held 2,576 shares of Carrier Global worth $189K as of Q2 2026.
  • Key Financial Inc sold 31 Carrier Global shares in Q2 2026, an estimated $2.03K.
  • Carrier Global made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #308 holding.
  • Key Financial Inc first reported a position in Carrier Global in Q4 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Carrier Global position peaked at $194K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.