CMA
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Cedar Mountain Advisors’s Carrier Global CARR Stock Holding History

Cedar Mountain 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 		$26.1K Buy
357
+1
+0.3% +$65 ﹤0.01% 280
2026
Q1 		$20.1K Hold
356
– – ﹤0.01% 296
2025
Q4 		$18.8K Hold
356
– – ﹤0.01% 189
2025
Q3 		$21.2K Buy
356
+9
+3% +$611 ﹤0.01% 184
2025
Q2 		$25.4K Buy
347
+1
+0.3% +$68 0.01% 142
2025
Q1 		$22K Hold
346
– – ﹤0.01% 146
2024
Q4 		$23.6K Hold
346
– – 0.01% 143
2024
Q3 		$27.8K Hold
346
– – 0.01% 123
2024
Q2 		$21.8K Hold
346
– – 0.01% 134
2024
Q1 		$20.1K Buy
346
+1
+0.3% +$56 0.01% 136
2023
Q4 		$19.8K Hold
345
– – 0.01% 130
2023
Q3 		$19.1K Hold
345
– – 0.01% 120
2023
Q2 		$17.1K Hold
345
– – ﹤0.01% 127
2023
Q1 		$15.8K Buy
345
+1
+0.3% +$45 ﹤0.01% 129
2022
Q4 		$14.2K Hold
344
– – ﹤0.01% 132
2022
Q3 		$12K Hold
344
– – ﹤0.01% 141
2022
Q2 		$12K Hold
344
– – ﹤0.01% 149
2022
Q1 		$16K Hold
344
– – ﹤0.01% 138
2021
Q4 		$19K Buy
344
+1
+0.3% +$54 0.01% 129
2021
Q3 		$18K Hold
343
– – 0.01% 127
2021
Q2 		$17K Sell
343
-513
-60% -$22.9K 0.01% 126
2021
Q1 		$36K Buy
856
+639
+294% +$24.8K 0.01% 91
2020
Q4 		$8K Hold
217
– – ﹤0.01% 184
2020
Q3 		$7K Sell
217
-142
-40% -$4.02K ﹤0.01% 176
2020
Q2 		$8K Buy
+359
New +$6.67K ﹤0.01% 160

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

Cedar Mountain Advisors's CARR Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Carrier Global (CARR) stake by 0.28% in Q2 2026, buying an estimated $65 and bringing the position to 357 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Cedar Mountain Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $36K in Q1 2021. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cedar Mountain Advisors held 357 shares of Carrier Global worth $26.1K as of Q2 2026.
  • Cedar Mountain Advisors bought 1 Carrier Global share in Q2 2026, an estimated $65.
  • Carrier Global made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #280 holding.
  • Cedar Mountain Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Cedar Mountain Advisors's Carrier Global position peaked at $36K in Q1 2021.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.