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Angeles Wealth Management’s Carrier Global CARR Stock Holding History

Angeles 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 		$364K Buy
4,960
+63
+1% +$4.12K 0.02% 345
2026
Q1 		$276K Buy
4,897
+330
+7% +$19.5K 0.02% 339
2025
Q4 		$241K Buy
4,567
+217
+5% +$12.1K 0.01% 331
2025
Q3 		$260K Sell
4,350
-213
-5% -$14.5K 0.02% 283
2025
Q2 		$334K Sell
4,563
-49
-1% -$3.33K 0.02% 242
2025
Q1 		$292K Buy
4,612
+237
+5% +$15.7K 0.02% 217
2024
Q4 		$299K Buy
4,375
+418
+11% +$31.5K 0.02% 211
2024
Q3 		$318K Buy
3,957
+98
+3% +$6.82K 0.03% 188
2024
Q2 		$243K Buy
3,859
+21
+0.5% +$1.29K 0.02% 206
2024
Q1 		$223K Sell
3,838
-315
-8% -$17.7K 0.02% 202
2023
Q4 		$239K Buy
4,153
+338
+9% +$17.9K 0.03% 179
2023
Q3 		$211K Buy
+3,815
New +$210K 0.03% 164

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

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

Angeles Wealth Management increased its Carrier Global (CARR) stake by 1.3% in Q2 2026, buying an estimated $4.12K and bringing the position to 4,960 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #345.

Angeles Wealth Management first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Angeles Wealth Management held 4,960 shares of Carrier Global worth $364K as of Q2 2026.
  • Angeles Wealth Management bought 63 Carrier Global shares in Q2 2026, an estimated $4.12K.
  • Carrier Global made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Angeles Wealth Management first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.