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YHB Investment Advisors’s Carrier Global CARR Stock Holding History

YHB Investment 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 		$3.26M Sell
44,381
-97
-0.2% -$6.34K 0.21% 100
2026
Q1 		$2.5M Sell
44,478
-437
-1% -$25.9K 0.18% 112
2025
Q4 		$2.37M Sell
44,915
-770
-2% -$42.8K 0.16% 114
2025
Q3 		$2.73M Sell
45,685
-305
-0.7% -$20.7K 0.2% 103
2025
Q2 		$3.37M Sell
45,990
-37
-0.1% -$2.51K 0.26% 92
2025
Q1 		$2.92M Sell
46,027
-78
-0.2% -$5.18K 0.24% 94
2024
Q4 		$3.15M Sell
46,105
-338
-0.7% -$25.5K 0.26% 89
2024
Q3 		$3.74M Sell
46,443
-145
-0.3% -$10.1K 0.31% 80
2024
Q2 		$2.94M Sell
46,588
-40
-0.1% -$2.46K 0.25% 95
2024
Q1 		$2.71M Buy
46,628
+1,015
+2% +$57K 0.24% 94
2023
Q4 		$2.62M Sell
45,613
-95
-0.2% -$5.03K 0.25% 91
2023
Q3 		$2.52M Sell
45,708
-286
-0.6% -$15.7K 0.23% 99
2023
Q2 		$2.29M Buy
45,994
+525
+1% +$23.1K 0.21% 106
2023
Q1 		$2.08M Sell
45,469
-80
-0.2% -$3.58K 0.21% 103
2022
Q4 		$1.88M Sell
45,549
-970
-2% -$39.4K 0.2% 106
2022
Q3 		$1.65M Sell
46,519
-294
-0.6% -$11.6K 0.18% 113
2022
Q2 		$1.67M Sell
46,813
-36
-0.1% -$1.41K 0.18% 116
2022
Q1 		$2.15M Buy
46,849
+2,618
+6% +$123K 0.19% 111
2021
Q4 		$2.4M Buy
44,231
+1,622
+4% +$87.5K 0.19% 113
2021
Q3 		$2.21M Buy
42,609
+944
+2% +$50.8K 0.19% 114
2021
Q2 		$2.02M Buy
41,665
+532
+1% +$23.8K 0.17% 123
2021
Q1 		$1.8M Buy
41,133
+185
+0.5% +$7.19K 0.16% 130
2020
Q4 		$1.54M Sell
40,948
-323
-0.8% -$11.7K 0.15% 133
2020
Q3 		$1.26M Buy
41,271
+1,890
+5% +$53.5K 0.14% 134
2020
Q2 		$875K Buy
+39,381
New +$732K 0.13% 113

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YHB Investment Advisors's CARR Position: Q2 2026 in Review

YHB Investment Advisors reduced its Carrier Global (CARR) stake by 0.22% in Q2 2026, selling an estimated $6.34K and leaving 44,381 shares worth $3.26M. The position accounts for 0.21% of the portfolio, ranked #100.

YHB Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.74M in Q3 2024. 480 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • YHB Investment Advisors held 44,381 shares of Carrier Global worth $3.26M as of Q2 2026.
  • YHB Investment Advisors sold 97 Carrier Global shares in Q2 2026, an estimated $6.34K.
  • Carrier Global made up 0.21% of YHB Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • YHB Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Carrier Global position peaked at $3.74M in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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