LPL Financial
CARR icon

LPL Financial’s Carrier Global CARR Stock Holding History

LPL Financial’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
Q3 		$55.7M Buy
1,016,158
+13,828
+1% +$857K 0.01% 977
2026
Q2 		$73.5M Buy
1,002,330
+64,933
+7% +$4.24M 0.02% 829
2026
Q1 		$52.8M Buy
937,397
+68,751
+8% +$4.07M 0.01% 891
2025
Q4 		$45.9M Buy
868,646
+32,092
+4% +$1.78M 0.01% 914
2025
Q3 		$49.9M Buy
836,554
+115,338
+16% +$7.84M 0.01% 848
2025
Q2 		$52.8M Buy
721,216
+86,729
+14% +$5.88M 0.02% 738
2025
Q1 		$40.2M Buy
634,487
+66,005
+12% +$4.39M 0.02% 787
2024
Q4 		$38.8M Buy
568,482
+58,958
+12% +$4.45M 0.02% 768
2024
Q3 		$41M Buy
509,524
+29,619
+6% +$2.06M 0.02% 704
2024
Q2 		$30.3M Sell
479,905
-76,036
-14% -$4.67M 0.02% 779
2024
Q1 		$32.3M Buy
555,941
+44,488
+9% +$2.5M 0.02% 723
2023
Q4 		$29.4M Buy
511,453
+125,209
+32% +$6.63M 0.02% 708
2023
Q3 		$21.3M Buy
386,244
+77,141
+25% +$4.25M 0.01% 779
2023
Q2 		$15.4M Buy
309,103
+9,130
+3% +$402K 0.01% 909
2023
Q1 		$13.7M Buy
299,973
+17,427
+6% +$780K 0.01% 925
2022
Q4 		$11.7M Buy
282,546
+21,283
+8% +$864K 0.01% 948
2022
Q3 		$9.29M Buy
261,263
+7,528
+3% +$296K 0.01% 1001
2022
Q2 		$9.05M Buy
253,735
+3,720
+1% +$146K 0.01% 1018
2022
Q1 		$11.5M Sell
250,015
-238,209
-49% -$11.2M 0.01% 919
2021
Q4 		$26.5M Buy
488,224
+33,723
+7% +$1.82M 0.02% 569
2021
Q3 		$23.5M Buy
454,501
+184,563
+68% +$9.9M 0.02% 564
2021
Q2 		$13.1M Buy
269,938
+10,563
+4% +$472K 0.01% 773
2021
Q1 		$11M Buy
259,375
+26,903
+12% +$1.05M 0.01% 790
2020
Q4 		$8.77M Buy
232,472
+26,381
+13% +$955K 0.01% 808
2020
Q3 		$6.29M Sell
206,091
-16,200
-7% -$458K 0.01% 842
2020
Q2 		$4.94M Buy
+222,291
New +$4.13M 0.01% 889

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial's CARR Position: Q3 2026 in Review

LPL Financial increased its Carrier Global (CARR) stake by 1.4% in Q3 2026, buying an estimated $857K and bringing the position to 1,016,158 shares worth $55.7M. The position accounts for 0.01% of the portfolio, ranked #977.

LPL Financial first reported a position in CARR in Q2 2020 and has held it in 26 quarters since. The position peaked at $73.5M in Q2 2026. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • LPL Financial held 1,016,158 shares of Carrier Global worth $55.7M as of Q3 2026.
  • LPL Financial bought 13,828 Carrier Global shares in Q3 2026, an estimated $857K.
  • Carrier Global made up 0.01% of LPL Financial's portfolio in Q3 2026, its #977 holding.
  • LPL Financial first reported a position in Carrier Global in Q2 2020 and has held it in 26 quarters since.
  • LPL Financial's Carrier Global position peaked at $73.5M in Q2 2026.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.