Atlas Capital Advisors’s Carrier Global CARR Stock Holding History

Atlas Capital Advisors’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	$2.05K	Sell	28 -2,700	-99%	-$176K	﹤0.01%	963
2026 Q1	$154K	Hold	2,728	–	–	0.02%	462
2025 Q4	$144K	Buy	+2,728	New	+$152K	0.02%	468
2025 Q2	$200K	Hold	2,728	–	–	0.02%	406
2025 Q1	$173K	Hold	2,728	–	–	0.02%	428
2024 Q4	$186K	Buy	2,728 +2,700	+9,643%	+$204K	0.02%	401
2024 Q3	$2.25K	Sell	28 -2,700	-99%	-$188K	﹤0.01%	822
2024 Q2	$172K	Buy	2,728 +2,700	+9,643%	+$166K	0.02%	405
2024 Q1	$1.63K	Sell	28 -2,700	-99%	-$152K	﹤0.01%	815
2023 Q4	$157K	Hold	2,728	–	–	0.02%	416
2023 Q3	$151K	Hold	2,728	–	–	0.02%	383
2023 Q2	$136K	Hold	2,728	–	–	0.02%	428
2023 Q1	$125K	Hold	2,728	–	–	0.02%	427
2022 Q4	$113K	Hold	2,728	–	–	0.02%	430
2022 Q3	$97K	Hold	2,728	–	–	0.02%	451
2022 Q2	$97.3K	Hold	2,728	–	–	0.02%	467
2022 Q1	$125K	Hold	2,728	–	–	0.02%	439
2021 Q4	$148K	Sell	2,728 -937	-26%	-$50.6K	0.02%	401
2021 Q3	$190K	Sell	3,665 -300	-8%	-$16.1K	0.03%	348
2021 Q2	$193K	Sell	3,965 -2,035	-34%	-$90.9K	0.03%	362
2021 Q1	$253K	Hold	6,000	–	–	0.05%	298
2020 Q4	$226K	Buy	+6,000	New	+$217K	0.05%	292
2020 Q3	–	Sell	-6,000	Closed	-$133K	–	355
2020 Q2	$133K	Buy	+6,000	New	+$111K	0.03%	361

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

Atlas Capital Advisors's CARR Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Carrier Global (CARR) stake by 99% in Q2 2026, selling an estimated $176K and leaving 28 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Atlas Capital Advisors first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $253K in Q1 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Atlas Capital Advisors held 28 shares of Carrier Global worth $2.05K as of Q2 2026.
Atlas Capital Advisors sold 2,700 Carrier Global shares in Q2 2026, an estimated $176K.
Carrier Global made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #963 holding.
Atlas Capital Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
Atlas Capital Advisors's Carrier Global position peaked at $253K in Q1 2021.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.