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Advisor OS’s Carrier Global CARR Stock Holding History

Advisor OS’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 		$606K Sell
8,256
-4,581
-36% -$299K 0.04% 280
2026
Q1 		$723K Sell
12,837
-8,640
-40% -$511K 0.05% 230
2025
Q4 		$1.13M Buy
21,477
+178
+0.8% +$9.9K 0.09% 146
2025
Q3 		$1.27M Buy
21,299
+472
+2% +$32.1K 0.11% 121
2025
Q2 		$1.52M Buy
20,827
+2,188
+12% +$148K 0.15% 97
2025
Q1 		$1.18M Buy
18,639
+4,826
+35% +$321K 0.13% 108
2024
Q4 		$943K Buy
13,813
+2,825
+26% +$213K 0.11% 131
2024
Q3 		$884K Buy
10,988
+1,464
+15% +$102K 0.09% 172
2024
Q2 		$601K Buy
9,524
+252
+3% +$15.5K 0.07% 224
2024
Q1 		$539K Sell
9,272
-232
-2% -$13K 0.06% 225
2023
Q4 		$546K Buy
9,504
+743
+8% +$39.3K 0.07% 209
2023
Q3 		$484K Buy
8,761
+287
+3% +$15.8K 0.07% 190
2023
Q2 		$421K Buy
+8,474
New +$373K 0.07% 207

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

Advisor OS's CARR Position: Q2 2026 in Review

Advisor OS reduced its Carrier Global (CARR) stake by 36% in Q2 2026, selling an estimated $299K and leaving 8,256 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #280.

Advisor OS first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Advisor OS held 8,256 shares of Carrier Global worth $606K as of Q2 2026.
  • Advisor OS sold 4,581 Carrier Global shares in Q2 2026, an estimated $299K.
  • Carrier Global made up 0.04% of Advisor OS's portfolio in Q2 2026, its #280 holding.
  • Advisor OS first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's Carrier Global position peaked at $1.52M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.