Atlantic Edge Private Wealth Management’s Carrier Global CARR Stock Holding History

Atlantic Edge Private 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	$159K	Sell	2,171 -312	-13%	-$20.4K	0.03%	155
2026 Q1	$140K	Sell	2,483 -300	-11%	-$17.8K	0.03%	156
2025 Q4	$147K	Sell	2,783 -150	-5%	-$8.34K	0.04%	149
2025 Q3	$175K	Hold	2,933	–	–	0.05%	139
2025 Q2	$215K	Sell	2,933 -150	-5%	-$10.2K	0.06%	129
2025 Q1	$195K	Hold	3,083	–	–	0.06%	126
2024 Q4	$210K	Hold	3,083	–	–	0.07%	124
2024 Q3	$248K	Hold	3,083	–	–	0.08%	121
2024 Q2	$194K	Hold	3,083	–	–	0.07%	129
2024 Q1	$179K	Hold	3,083	–	–	0.06%	130
2023 Q4	$177K	Buy	+3,083	New	+$163K	0.07%	128

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CARR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Carrier Global (CARR) stake by 13% in Q2 2026, selling an estimated $20.4K and leaving 2,171 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #155.

Atlantic Edge Private Wealth Management first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $248K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,171 shares of Carrier Global worth $159K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 312 Carrier Global shares in Q2 2026, an estimated $20.4K.
Carrier Global made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #155 holding.
Atlantic Edge Private Wealth Management first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Carrier Global position peaked at $248K in Q3 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.