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Basecamp Wealth Advisors’s Carrier Global CARR Stock Holding History

Basecamp Wealth 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 		$248K Hold
3,384
– – 0.05% 226
2026
Q1 		$191K Buy
3,384
+9
+0.3% +$533 0.04% 272
2025
Q4 		$178K Buy
+3,375
New +$188K 0.04% 260

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

Basecamp Wealth Advisors's CARR Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 3,384 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #226.

Basecamp Wealth Advisors first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Basecamp Wealth Advisors held 3,384 shares of Carrier Global worth $248K as of Q2 2026.
  • Basecamp Wealth Advisors left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.05% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Basecamp Wealth Advisors first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.