AWM
CARR icon

Avior Wealth Management’s Carrier Global CARR Stock Holding History

Avior 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 		$267K Buy
+3,643
New +$238K 0.01% 686
2025
Q1 		– Sell
-2,402
Closed -$164K – 979
2024
Q4 		$164K Buy
2,402
+35
+1% +$2.64K 0.01% 758
2024
Q3 		$191K Buy
2,367
+26
+1% +$1.81K 0.01% 710
2024
Q2 		$148K Sell
2,341
-3,316
-59% -$204K 0.01% 757
2024
Q1 		$329K Buy
5,657
+4,379
+343% +$246K 0.02% 556
2023
Q4 		$73.4K Buy
1,278
+295
+30% +$15.6K ﹤0.01% 665
2023
Q3 		$54.3K Buy
983
+287
+41% +$15.8K ﹤0.01% 747
2023
Q2 		$34.6K Sell
696
-83
-11% -$3.65K ﹤0.01% 838
2023
Q1 		$35.6K Buy
779
+380
+95% +$17K ﹤0.01% 848
2022
Q4 		$16.5K Hold
399
– – ﹤0.01% 781
2022
Q3 		$14K Buy
399
+102
+34% +$4.02K ﹤0.01% 793
2022
Q2 		$10K Hold
297
– – ﹤0.01% 770
2022
Q1 		$13K Hold
297
– – ﹤0.01% 788
2021
Q4 		$16K Sell
297
-171
-37% -$9.23K ﹤0.01% 741
2021
Q3 		$24K Buy
468
+342
+271% +$18.4K ﹤0.01% 638
2021
Q2 		$6K Hold
126
– – ﹤0.01% 801
2021
Q1 		$5K Buy
126
+118
+1,475% +$4.59K ﹤0.01% 825
2020
Q4 		$0 Sell
8
-50
-86% -$1.81K ﹤0.01% 980
2020
Q3 		$1K Hold
58
– – ﹤0.01% 854
2020
Q2 		$1K Buy
+58
New +$1.08K ﹤0.01% 829

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 $3.38T AUM 44.17% 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

Avior Wealth Management's CARR Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 3,643 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in CARR as recently as Q4 2024.

Avior Wealth Management first reported a position in CARR in Q2 2020 and has held it in 20 quarters since. The position peaked at $329K in Q1 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Avior Wealth Management held 3,643 shares of Carrier Global worth $267K as of Q2 2026.
  • Carrier Global was a new Avior Wealth Management position in Q2 2026.
  • Carrier Global made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Avior Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 20 quarters since.
  • Avior Wealth Management's Carrier Global position peaked at $329K in Q1 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.