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Chung Wu Investment Group’s Carrier Global CARR Stock Holding History

Chung Wu Investment Group’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 		$22K Buy
300
+100
+50% +$6.54K 0.01% 197
2026
Q1 		$11.3K Buy
200
+50
+33% +$2.96K 0.01% 198
2025
Q4 		$7.93K Hold
150
– – 0.01% 223
2025
Q3 		$8.96K Hold
150
– – 0.01% 216
2025
Q2 		$11K Buy
+150
New +$10.2K 0.01% 196

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

Chung Wu Investment Group's CARR Position: Q2 2026 in Review

Chung Wu Investment Group increased its Carrier Global (CARR) stake by 50% in Q2 2026, buying an estimated $6.54K and bringing the position to 300 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #197.

Chung Wu Investment Group first reported a position in CARR in Q2 2025 and has held it in 5 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Chung Wu Investment Group held 300 shares of Carrier Global worth $22K as of Q2 2026.
  • Chung Wu Investment Group bought 100 Carrier Global shares in Q2 2026, an estimated $6.54K.
  • Carrier Global made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #197 holding.
  • Chung Wu Investment Group first reported a position in Carrier Global in Q2 2025 and has held it in 5 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.