AWM
CARR icon

Aries Wealth Management’s Carrier Global CARR Stock Holding History

Aries 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 		$276K Hold
3,760
– – 0.05% 208
2026
Q1 		$212K Buy
+3,760
New +$223K 0.05% 219
2025
Q4 		– Sell
-3,760
Closed -$224K – 235
2025
Q3 		$224K Hold
3,760
– – 0.05% 220
2025
Q2 		$275K Hold
3,760
– – 0.07% 191
2025
Q1 		$238K Hold
3,760
– – 0.06% 202
2024
Q4 		$257K Hold
3,760
– – 0.07% 195
2024
Q3 		$303K Hold
3,760
– – 0.08% 183
2024
Q2 		$237K Hold
3,760
– – 0.07% 185
2024
Q1 		$219K Hold
3,760
– – 0.07% 193
2023
Q4 		$216K Sell
3,760
-225
-6% -$11.9K 0.08% 188
2023
Q3 		$212K Buy
+3,985
New +$219K 0.08% 184
2022
Q1 		– Sell
-4,080
Closed -$221K – 92
2021
Q4 		$221K Hold
4,080
– – 0.08% 167
2021
Q3 		$211K Buy
+4,080
New +$220K 0.09% 169

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

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

Aries Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 3,760 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #208.

Aries Wealth Management first reported a position in CARR in Q3 2021 and has held it in 13 quarters since. The position peaked at $303K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Aries Wealth Management held 3,760 shares of Carrier Global worth $276K as of Q2 2026.
  • Aries Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Aries Wealth Management first reported a position in Carrier Global in Q3 2021 and has held it in 13 quarters since.
  • Aries Wealth Management's Carrier Global position peaked at $303K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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