CLA (CliftonLarsonAllen) Wealth Advisors’s Carrier Global CARR Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$1.44M	Buy	19,688 +2,180	+12%	+$142K	0.02%	174
2026 Q1	$986K	Buy	+17,508	New	+$1.04M	0.01%	180
2021 Q4	–	Sell	-7,008	Closed	-$363K	–	190
2021 Q3	$363K	Sell	7,008 -772	-10%	-$41.5K	0.01%	258
2021 Q2	$378K	Buy	+7,780	New	+$348K	0.02%	258
2021 Q1	–	Sell	-11,672	Closed	-$440K	–	166
2020 Q4	$440K	Buy	+11,672	New	+$423K	0.02%	149
2020 Q3	–	Sell	-19,749	Closed	-$439K	–	156
2020 Q2	$439K	Buy	+19,749	New	+$367K	0.03%	143

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CARR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Carrier Global (CARR) stake by 12% in Q2 2026, buying an estimated $142K and bringing the position to 19,688 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #174.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 6 quarters since. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 19,688 shares of Carrier Global worth $1.44M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 2,180 Carrier Global shares in Q2 2026, an estimated $142K.
Carrier Global made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #174 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 6 quarters since.
1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.