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Salem Investment Counselors’s Carrier Global CARR Stock Holding History

Salem Investment Counselors’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 		$1.21M Sell
16,445
-200
-1% -$13.1K 0.03% 215
2026
Q1 		$937K Sell
16,645
-233
-1% -$13.8K 0.03% 220
2025
Q4 		$892K Sell
16,878
-175
-1% -$9.73K 0.03% 219
2025
Q3 		$1.02M Sell
17,053
-105
-0.6% -$7.13K 0.03% 207
2025
Q2 		$1.26M Buy
17,158
+273
+2% +$18.5K 0.04% 181
2025
Q1 		$1.07M Sell
16,885
-3,605
-18% -$240K 0.04% 181
2024
Q4 		$1.4M Sell
20,490
-1
-0% -$75 0.05% 173
2024
Q3 		$1.65M Buy
20,491
+73
+0.4% +$5.08K 0.05% 169
2024
Q2 		$1.29M Sell
20,418
-714
-3% -$43.8K 0.04% 179
2024
Q1 		$1.23M Sell
21,132
-470
-2% -$26.4K 0.04% 183
2023
Q4 		$1.25M Sell
21,602
-658
-3% -$34.8K 0.04% 170
2023
Q3 		$1.23M Sell
22,260
-180
-0.8% -$9.91K 0.05% 161
2023
Q2 		$1.12M Sell
22,440
-526
-2% -$23.1K 0.04% 164
2023
Q1 		$1.05M Buy
22,966
+7,971
+53% +$357K 0.04% 171
2022
Q4 		$621K Sell
14,995
-943
-6% -$38.3K 0.03% 224
2022
Q3 		$567K Sell
15,938
-1,211
-7% -$47.7K 0.03% 219
2022
Q2 		$614K Sell
17,149
-2,482
-13% -$97.4K 0.03% 221
2022
Q1 		$900K Sell
19,631
-786
-4% -$37K 0.04% 199
2021
Q4 		$1.11M Sell
20,417
-4,460
-18% -$241K 0.04% 178
2021
Q3 		$1.29M Sell
24,877
-590
-2% -$31.8K 0.07% 161
2021
Q2 		$1.24M Sell
25,467
-750
-3% -$33.5K 0.07% 160
2021
Q1 		$1.11M Sell
26,217
-3,093
-11% -$120K 0.07% 159
2020
Q4 		$1.11M Sell
29,310
-663
-2% -$24K 0.07% 148
2020
Q3 		$915K Sell
29,973
-44,826
-60% -$1.27M 0.07% 148
2020
Q2 		$1.66M Buy
+74,799
New +$1.39M 0.14% 111

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Salem Investment Counselors's CARR Position: Q2 2026 in Review

Salem Investment Counselors reduced its Carrier Global (CARR) stake by 1.2% in Q2 2026, selling an estimated $13.1K and leaving 16,445 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #215.

Salem Investment Counselors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q2 2020. 748 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Salem Investment Counselors held 16,445 shares of Carrier Global worth $1.21M as of Q2 2026.
  • Salem Investment Counselors sold 200 Carrier Global shares in Q2 2026, an estimated $13.1K.
  • Carrier Global made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #215 holding.
  • Salem Investment Counselors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Salem Investment Counselors's Carrier Global position peaked at $1.66M in Q2 2020.
  • 748 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.