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Loring Wolcott & Coolidge Fiduciary Advisors’s Carrier Global CARR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$505K Sell
6,889
-770
-10% -$50.3K ﹤0.01% 233
2026
Q1 		$485K Hold
7,659
– – ﹤0.01% 240
2025
Q4 		$437K Buy
7,659
+3
+0% +$167 ﹤0.01% 253
2025
Q3 		$437K Sell
7,656
-428
-5% -$29.1K ﹤0.01% 255
2025
Q2 		$592K Sell
8,084
-10
-0.1% -$679 0.01% 199
2025
Q1 		$474K Buy
8,094
+708
+10% +$47K ﹤0.01% 212
2024
Q4 		$498K Sell
7,386
-953
-11% -$71.9K ﹤0.01% 216
2024
Q3 		$608K Buy
8,339
+1,320
+19% +$91.9K 0.01% 200
2024
Q2 		$490K Buy
7,019
+1,282
+22% +$78.7K ﹤0.01% 207
2024
Q1 		$308K Sell
5,737
-41
-0.7% -$2.3K ﹤0.01% 232
2023
Q4 		$316K Sell
5,778
-379
-6% -$20.1K ﹤0.01% 234
2023
Q3 		$308K Sell
6,157
-79
-1% -$4.35K ﹤0.01% 237
2023
Q2 		$310K Buy
6,236
+200
+3% +$8.8K ﹤0.01% 245
2023
Q1 		$276K Sell
6,036
-500
-8% -$22.4K ﹤0.01% 248
2022
Q4 		$270K Hold
6,536
– – ﹤0.01% 252
2022
Q3 		$232K Sell
6,536
-300
-4% -$11.8K ﹤0.01% 270
2022
Q2 		$244K Buy
6,836
+397
+6% +$15.6K ﹤0.01% 264
2022
Q1 		$295K Sell
6,439
-143
-2% -$6.73K ﹤0.01% 250
2021
Q4 		$357K Hold
6,582
– – ﹤0.01% 244
2021
Q3 		$341K Sell
6,582
-645
-9% -$34.7K ﹤0.01% 246
2021
Q2 		$351K Sell
7,227
-900
-11% -$40.2K ﹤0.01% 254
2021
Q1 		$343K Sell
8,127
-2,471
-23% -$96.1K ﹤0.01% 241
2020
Q4 		$400K Sell
10,598
-8,996
-46% -$326K ﹤0.01% 226
2020
Q3 		$598K Sell
19,594
-89,984
-82% -$2.55M 0.01% 176
2020
Q2 		$2.44M Buy
+109,578
New +$2.04M 0.03% 103

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

Loring Wolcott & Coolidge Fiduciary Advisors's CARR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Carrier Global (CARR) stake by 10% in Q2 2026, selling an estimated $50.3K and leaving 6,889 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.44M in Q2 2020. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 6,889 shares of Carrier Global worth $505K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 770 Carrier Global shares in Q2 2026, an estimated $50.3K.
  • Carrier Global made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #233 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Carrier Global position peaked at $2.44M in Q2 2020.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.