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Abound Wealth Management’s Carrier Global CARR Stock Holding History

Abound Wealth Management’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 		$79.9K Sell
1,089
-155
-12% -$10.1K 0.02% 183
2026
Q1 		$70.1K Sell
1,244
-10
-0.8% -$592 0.02% 193
2025
Q4 		$66.3K Buy
1,254
+69
+6% +$3.84K 0.02% 188
2025
Q3 		$70.8K Sell
1,185
-31
-3% -$2.11K 0.02% 173
2025
Q2 		$89K Buy
1,216
+4
+0.3% +$271 0.03% 138
2025
Q1 		$76.9K Buy
1,212
+1,044
+621% +$69.4K 0.03% 139
2024
Q4 		$11.5K Sell
168
-1
-0.6% -$75 ﹤0.01% 364
2024
Q3 		$13.6K Sell
169
-2
-1% -$139 ﹤0.01% 364
2024
Q2 		$10.8K Sell
171
-2
-1% -$123 ﹤0.01% 354
2024
Q1 		$10K Buy
173
+8
+5% +$449 ﹤0.01% 374
2023
Q4 		$9.49K Hold
165
– – ﹤0.01% 378
2023
Q3 		$9.12K Sell
165
-14
-8% -$770 ﹤0.01% 347
2023
Q2 		$8.9K Buy
179
+80
+81% +$3.52K ﹤0.01% 362
2023
Q1 		$4.53K Hold
99
– – ﹤0.01% 431
2022
Q4 		$4.09K Buy
99
+58
+141% +$2.35K ﹤0.01% 388
2022
Q3 		$1.46K Buy
+41
New +$1.61K ﹤0.01% 536

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Abound Wealth Management's CARR Position: Q2 2026 in Review

Abound Wealth Management reduced its Carrier Global (CARR) stake by 12% in Q2 2026, selling an estimated $10.1K and leaving 1,089 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #183.

Abound Wealth Management first reported a position in CARR in Q3 2022 and has held it in 16 quarters since. The position peaked at $89K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Abound Wealth Management held 1,089 shares of Carrier Global worth $79.9K as of Q2 2026.
  • Abound Wealth Management sold 155 Carrier Global shares in Q2 2026, an estimated $10.1K.
  • Carrier Global made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Abound Wealth Management first reported a position in Carrier Global in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Carrier Global position peaked at $89K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.