AFG
CARR icon

Atomi Financial Group’s Carrier Global CARR Stock Holding History

Atomi Financial Group’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 		$630K Buy
8,586
+1,203
+16% +$78.6K 0.02% 668
2026
Q1 		$416K Buy
7,383
+1,929
+35% +$114K 0.01% 786
2025
Q4 		$288K Sell
5,454
-1,609
-23% -$89.5K 0.01% 957
2025
Q3 		$422K Sell
7,063
-141
-2% -$9.58K 0.01% 716
2025
Q2 		$527K Sell
7,204
-90
-1% -$6.11K 0.02% 567
2025
Q1 		$462K Buy
7,294
+1,929
+36% +$128K 0.02% 569
2024
Q4 		$366K Sell
5,365
-163
-3% -$12.3K 0.02% 623
2024
Q3 		$445K Buy
5,528
+956
+21% +$66.6K 0.03% 498
2024
Q2 		$288K Buy
4,572
+858
+23% +$52.7K 0.02% 600
2024
Q1 		$216K Buy
+3,714
New +$209K 0.02% 649

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

Atomi Financial Group's CARR Position: Q2 2026 in Review

Atomi Financial Group increased its Carrier Global (CARR) stake by 16% in Q2 2026, buying an estimated $78.6K and bringing the position to 8,586 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #668.

Atomi Financial Group first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Atomi Financial Group held 8,586 shares of Carrier Global worth $630K as of Q2 2026.
  • Atomi Financial Group bought 1,203 Carrier Global shares in Q2 2026, an estimated $78.6K.
  • Carrier Global made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #668 holding.
  • Atomi Financial Group first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.