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Ameliora Wealth Management’s Carrier Global CARR Stock Holding History

Ameliora 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 		$320K Buy
+4,356
New +$285K 0.09% 89
2022
Q4 		– Sell
-1,000
Closed -$34K – 234
2022
Q3 		$34K Buy
+1,000
New +$39.4K 0.02% 158

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

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

Ameliora Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 4,356 shares worth $320K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings. This is a return to the name: Ameliora Wealth Management previously reported a position in CARR as recently as Q3 2022.

Ameliora Wealth Management first reported a position in CARR in Q3 2022 and has held it in 2 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ameliora Wealth Management held 4,356 shares of Carrier Global worth $320K as of Q2 2026.
  • Carrier Global was a new Ameliora Wealth Management position in Q2 2026.
  • Carrier Global made up 0.09% of Ameliora Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Ameliora Wealth Management first reported a position in Carrier Global in Q3 2022 and has held it in 2 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.