APW
CARR icon

Aventura Private Wealth’s Carrier Global CARR Stock Holding History

Aventura Private Wealth’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 		$4.77K Hold
65
– – ﹤0.01% 702
2026
Q1 		$3.66K Sell
65
-5
-7% -$296 ﹤0.01% 693
2025
Q4 		$3.7K Sell
70
-87
-55% -$4.84K ﹤0.01% 633
2025
Q3 		$9.37K Hold
157
– – ﹤0.01% 502
2025
Q2 		$11.5K Buy
157
+142
+947% +$9.63K 0.01% 446
2025
Q1 		$951 Hold
15
– – ﹤0.01% 666
2024
Q4 		$1.02K Buy
+15
New +$1.13K ﹤0.01% 638

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Aventura Private Wealth's CARR Position: Q2 2026 in Review

Aventura Private Wealth held its Carrier Global (CARR) position steady in Q2 2026 at 65 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Aventura Private Wealth first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Aventura Private Wealth held 65 shares of Carrier Global worth $4.77K as of Q2 2026.
  • Aventura Private Wealth left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #702 holding.
  • Aventura Private Wealth first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Carrier Global position peaked at $11.5K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.