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Activest Wealth Management’s Carrier Global CARR Stock Holding History

Activest 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 		$15.8K Sell
215
-1,177
-85% -$76.9K ﹤0.01% 490
2026
Q1 		$78.4K Buy
1,392
+360
+35% +$21.3K 0.01% 268
2025
Q4 		$54.5K Sell
1,032
-79
-7% -$4.39K 0.01% 304
2025
Q3 		$66.3K Buy
1,111
+43
+4% +$2.92K 0.01% 231
2025
Q2 		$78.2K Sell
1,068
-185
-15% -$12.6K 0.02% 158
2025
Q1 		$79.4K Buy
1,253
+253
+25% +$16.8K 0.02% 152
2024
Q4 		$68.3K Hold
1,000
– – 0.02% 149
2024
Q3 		$80.5K Hold
1,000
– – 0.02% 138
2024
Q2 		$63.1K Buy
+1,000
New +$61.4K 0.02% 150

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

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

Activest Wealth Management reduced its Carrier Global (CARR) stake by 85% in Q2 2026, selling an estimated $76.9K and leaving 215 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Activest Wealth Management first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.5K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Activest Wealth Management held 215 shares of Carrier Global worth $15.8K as of Q2 2026.
  • Activest Wealth Management sold 1,177 Carrier Global shares in Q2 2026, an estimated $76.9K.
  • Carrier Global made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Activest Wealth Management first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's Carrier Global position peaked at $80.5K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.