WBC
CARR icon

West Branch Capital’s Carrier Global CARR Stock Holding History

West Branch Capital’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 		$28.2K Sell
385
-125
-25% -$8.17K 0.01% 165
2026
Q1 		$28.7K Sell
510
-80
-14% -$4.74K 0.01% 160
2025
Q4 		$31.2K Hold
590
– – 0.01% 159
2025
Q3 		$35.2K Hold
590
– – 0.01% 163
2025
Q2 		$43.2K Hold
590
– – 0.01% 154
2025
Q1 		$37.4K Hold
590
– – 0.01% 171
2024
Q4 		$40.3K Hold
590
– – 0.01% 166
2024
Q3 		$47.5K Hold
590
– – 0.02% 160
2024
Q2 		$37.2K Hold
590
– – 0.01% 179
2024
Q1 		$34.3K Hold
590
– – 0.01% 186
2023
Q4 		$33.9K Hold
590
– – 0.02% 188
2023
Q3 		$32.6K Hold
590
– – 0.02% 197
2023
Q2 		$29.3K Hold
590
– – 0.01% 200
2023
Q1 		$27K Hold
590
– – 0.02% 207
2022
Q4 		$24.3K Hold
590
– – 0.02% 213
2022
Q3 		$21K Hold
590
– – 0.01% 222
2022
Q2 		$21K Buy
590
+100
+20% +$3.93K 0.01% 220
2022
Q1 		$22K Sell
490
-319
-39% -$15K 0.01% 240
2021
Q4 		$44K Sell
809
-100
-11% -$5.4K 0.02% 205
2021
Q3 		$47K Hold
909
– – 0.02% 190
2021
Q2 		$44K Buy
+909
New +$40.6K 0.02% 203

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

West Branch Capital's CARR Position: Q2 2026 in Review

West Branch Capital reduced its Carrier Global (CARR) stake by 25% in Q2 2026, selling an estimated $8.17K and leaving 385 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #165.

West Branch Capital first reported a position in CARR in Q2 2021 and has held it in 21 quarters since. The position peaked at $47.5K in Q3 2024. 407 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • West Branch Capital held 385 shares of Carrier Global worth $28.2K as of Q2 2026.
  • West Branch Capital sold 125 Carrier Global shares in Q2 2026, an estimated $8.17K.
  • Carrier Global made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #165 holding.
  • West Branch Capital first reported a position in Carrier Global in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Carrier Global position peaked at $47.5K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.