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Avantax Planning Partners’s Carrier Global CARR Stock Holding History

Avantax Planning Partners’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 		$454K Sell
6,195
-154
-2% -$10.1K 0.01% 304
2026
Q1 		$358K Buy
+6,349
New +$376K 0.01% 323
2025
Q4 		– Sell
-3,914
Closed -$234K – 441
2025
Q3 		$234K Buy
3,914
+527
+16% +$35.8K 0.01% 392
2025
Q2 		$248K Sell
3,387
-9
-0.3% -$611 0.01% 390
2025
Q1 		$215K Buy
3,396
+15
+0.4% +$997 0.01% 398
2024
Q4 		$231K Buy
3,381
+454
+16% +$34.2K 0.01% 383
2024
Q3 		$236K Buy
+2,927
New +$204K 0.01% 385
2024
Q2 		– Sell
-4,523
Closed -$263K – 475
2024
Q1 		$263K Sell
4,523
-2,072
-31% -$116K 0.01% 387
2023
Q4 		$379K Buy
6,595
+614
+10% +$32.5K 0.01% 269
2023
Q3 		$330K Sell
5,981
-834
-12% -$45.9K 0.01% 271
2023
Q2 		$339K Buy
6,815
+204
+3% +$8.98K 0.01% 273
2023
Q1 		$302K Buy
6,611
+160
+2% +$7.16K 0.01% 291
2022
Q4 		$266K Buy
6,451
+465
+8% +$18.9K 0.01% 315
2022
Q3 		$213K Buy
5,986
+101
+2% +$3.98K 0.01% 321
2022
Q2 		$210K Sell
5,885
-724
-11% -$28.4K 0.01% 320
2022
Q1 		$303K Sell
6,609
-30
-0.5% -$1.41K 0.01% 281
2021
Q4 		$360K Buy
6,639
+769
+13% +$41.5K 0.01% 249
2021
Q3 		$304K Buy
5,870
+174
+3% +$9.36K 0.01% 250
2021
Q2 		$277K Hold
5,696
– – 0.01% 264
2021
Q1 		$240K Sell
5,696
-71
-1% -$2.76K 0.01% 272
2020
Q4 		$218K Sell
5,767
-3,113
-35% -$113K 0.01% 263
2020
Q3 		$271K Sell
8,880
-1,022
-10% -$28.9K 0.01% 242
2020
Q2 		$220K Buy
+9,902
New +$184K 0.01% 252

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

Avantax Planning Partners's CARR Position: Q2 2026 in Review

Avantax Planning Partners reduced its Carrier Global (CARR) stake by 2.4% in Q2 2026, selling an estimated $10.1K and leaving 6,195 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #304.

Avantax Planning Partners first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Avantax Planning Partners held 6,195 shares of Carrier Global worth $454K as of Q2 2026.
  • Avantax Planning Partners sold 154 Carrier Global shares in Q2 2026, an estimated $10.1K.
  • Carrier Global made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #304 holding.
  • Avantax Planning Partners first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.