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Bruce G. Allen Investments’s Carrier Global CARR Stock Holding History

Bruce G. Allen Investments’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 		$73.4K Sell
1,001
-14
-1% -$915 0.05% 206
2026
Q1 		$57.2K Buy
1,015
+149
+17% +$8.82K 0.04% 237
2025
Q4 		$45.8K Buy
866
+442
+104% +$24.6K 0.03% 267
2025
Q3 		$25.3K Sell
424
-14
-3% -$951 0.02% 368
2025
Q2 		$32.1K Buy
438
+67
+18% +$4.55K 0.02% 324
2025
Q1 		$23.5K Hold
371
– – 0.02% 367
2024
Q4 		$25.3K Hold
371
– – 0.02% 354
2024
Q3 		$29.9K Sell
371
-216
-37% -$15K 0.02% 339
2024
Q2 		$37K Sell
587
-9
-2% -$553 0.03% 291
2024
Q1 		$34.6K Hold
596
– – 0.03% 302
2023
Q4 		$34.2K Buy
+596
New +$31.5K 0.03% 296

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

Bruce G. Allen Investments's CARR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Carrier Global (CARR) stake by 1.4% in Q2 2026, selling an estimated $915 and leaving 1,001 shares worth $73.4K. The position accounts for 0.05% of the portfolio, ranked #206.

Bruce G. Allen Investments first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Bruce G. Allen Investments held 1,001 shares of Carrier Global worth $73.4K as of Q2 2026.
  • Bruce G. Allen Investments sold 14 Carrier Global shares in Q2 2026, an estimated $915.
  • Carrier Global made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #206 holding.
  • Bruce G. Allen Investments first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.