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Bragg Financial Advisors’s Carrier Global CARR Stock Holding History

Bragg Financial 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 		$868K Buy
11,839
+24
+0.2% +$1.57K 0.02% 242
2026
Q1 		$665K Sell
11,815
-398
-3% -$23.6K 0.02% 250
2025
Q4 		$645K Sell
12,213
-401
-3% -$22.3K 0.02% 246
2025
Q3 		$753K Sell
12,614
-161
-1% -$10.9K 0.02% 232
2025
Q2 		$935K Sell
12,775
-86
-0.7% -$5.83K 0.03% 221
2025
Q1 		$815K Sell
12,861
-1
-0% -$66 0.03% 224
2024
Q4 		$878K Sell
12,862
-250
-2% -$18.9K 0.04% 215
2024
Q3 		$1.06M Buy
13,112
+415
+3% +$28.9K 0.04% 208
2024
Q2 		$801K Buy
12,697
+120
+1% +$7.37K 0.04% 218
2024
Q1 		$731K Hold
12,577
– – 0.03% 222
2023
Q4 		$723K Buy
12,577
+223
+2% +$11.8K 0.03% 218
2023
Q3 		$682K Sell
12,354
-1,132
-8% -$62.3K 0.04% 220
2023
Q2 		$670K Sell
13,486
-51
-0.4% -$2.24K 0.04% 227
2023
Q1 		$619K Sell
13,537
-375
-3% -$16.8K 0.04% 227
2022
Q4 		$574K Buy
13,912
+850
+7% +$34.5K 0.03% 231
2022
Q3 		$464K Sell
13,062
-1,011
-7% -$39.8K 0.03% 228
2022
Q2 		$502K Sell
14,073
-1,455
-9% -$57.1K 0.03% 226
2022
Q1 		$712K Sell
15,528
-447
-3% -$21.1K 0.04% 203
2021
Q4 		$827K Hold
15,975
– – 0.05% 188
2021
Q3 		$827K Sell
15,975
-1,180
-7% -$63.5K 0.05% 188
2021
Q2 		$834K Sell
17,155
-965
-5% -$43.1K 0.05% 189
2021
Q1 		$765K Sell
18,120
-558
-3% -$21.7K 0.05% 194
2020
Q4 		$705K Sell
18,678
-9,567
-34% -$346K 0.06% 183
2020
Q3 		$863K Sell
28,245
-18,123
-39% -$513K 0.09% 161
2020
Q2 		$1.03M Buy
+46,368
New +$862K 0.11% 153

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

Bragg Financial Advisors's CARR Position: Q2 2026 in Review

Bragg Financial Advisors increased its Carrier Global (CARR) stake by 0.2% in Q2 2026, buying an estimated $1.57K and bringing the position to 11,839 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #242.

Bragg Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.06M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Bragg Financial Advisors held 11,839 shares of Carrier Global worth $868K as of Q2 2026.
  • Bragg Financial Advisors bought 24 Carrier Global shares in Q2 2026, an estimated $1.57K.
  • Carrier Global made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Bragg Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Bragg Financial Advisors's Carrier Global position peaked at $1.06M in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.