CFFP
CARR icon

Center for Financial Planning’s Carrier Global CARR Stock Holding History

Center for Financial Planning’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 		$111K Buy
1,512
+241
+19% +$15.8K 0.01% 228
2026
Q1 		$71.6K Hold
1,271
– – 0.01% 269
2025
Q4 		$67.2K Sell
1,271
-19
-1% -$1.06K 0.01% 268
2025
Q3 		$77K Hold
1,290
– – 0.01% 261
2025
Q2 		$94.4K Sell
1,290
-60
-4% -$4.07K 0.01% 224
2025
Q1 		$85.6K Hold
1,350
– – 0.01% 222
2024
Q4 		$92.2K Buy
1,350
+55
+4% +$4.15K 0.01% 201
2024
Q3 		$104K Sell
1,295
-29
-2% -$2.02K 0.01% 184
2024
Q2 		$83.5K Sell
1,324
-58
-4% -$3.56K 0.01% 194
2024
Q1 		$80.3K Sell
1,382
-451
-25% -$25.3K 0.01% 197
2023
Q4 		$105K Hold
1,833
– – 0.02% 170
2023
Q3 		$101K Hold
1,833
– – 0.02% 169
2023
Q2 		$91.1K Sell
1,833
-45
-2% -$1.98K 0.02% 178
2023
Q1 		$85.9K Sell
1,878
-655
-26% -$29.3K 0.02% 174
2022
Q4 		$104K Hold
2,533
– – 0.03% 162
2022
Q3 		$90K Hold
2,533
– – 0.02% 163
2022
Q2 		$90K Hold
2,533
– – 0.02% 169
2022
Q1 		$116K Hold
2,533
– – 0.02% 164
2021
Q4 		$137K Buy
2,533
+1,271
+101% +$68.6K 0.03% 150
2021
Q3 		$65K Sell
1,262
-1,341
-52% -$72.2K 0.02% 197
2021
Q2 		$127K Hold
2,603
– – 0.03% 151
2021
Q1 		$110K Hold
2,603
– – 0.03% 153
2020
Q4 		$98K Sell
2,603
-100
-4% -$3.62K 0.03% 150
2020
Q3 		$83K Sell
2,703
-50
-2% -$1.42K 0.03% 152
2020
Q2 		$61K Buy
+2,753
New +$51.2K 0.02% 172

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

Center for Financial Planning's CARR Position: Q2 2026 in Review

Center for Financial Planning increased its Carrier Global (CARR) stake by 19% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,512 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #228.

Center for Financial Planning first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $137K in Q4 2021. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Center for Financial Planning held 1,512 shares of Carrier Global worth $111K as of Q2 2026.
  • Center for Financial Planning bought 241 Carrier Global shares in Q2 2026, an estimated $15.8K.
  • Carrier Global made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #228 holding.
  • Center for Financial Planning first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Center for Financial Planning's Carrier Global position peaked at $137K in Q4 2021.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.