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 Q1	–	Sell	-5,000	Closed	-$264K	–	6004
2025 Q4	$264K	Buy	+5,000	New	+$278K	﹤0.01%	5248

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial's CARR Position: Q2 2026 in Review

LPL Financial increased its Carrier Global (CARR) stake by 6.9% in Q2 2026, buying an estimated $4.24M and bringing the position to 1,002,330 shares worth $73.5M. The position accounts for 0.02% of the portfolio, ranked #829.

LPL Financial first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

LPL Financial held 1,002,330 shares of Carrier Global worth $73.5M as of Q2 2026.
LPL Financial bought 64,933 Carrier Global shares in Q2 2026, an estimated $4.24M.
Carrier Global made up 0.02% of LPL Financial's portfolio in Q2 2026, its #829 holding.
LPL Financial first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.