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Clarus Wealth Advisors’s Carrier Global CARR Stock Holding History

Clarus 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 		$1.85M Buy
27,744
+978
+4% +$63.9K 0.71% 52
2026
Q1 		$1.48M Buy
+26,766
New +$1.58M 0.63% 57
2025
Q3 		– Sell
-18,475
Closed -$1.38M – 89
2025
Q2 		$1.38M Buy
18,475
+4,299
+30% +$292K 0.64% 47
2025
Q1 		$861K Buy
14,176
+1,963
+16% +$130K 0.46% 55
2024
Q4 		$820K Buy
12,213
+2,961
+32% +$223K 0.41% 59
2024
Q3 		$744K Sell
9,252
-1,282
-12% -$89.3K 0.38% 54
2024
Q2 		$670K Sell
10,534
-344
-3% -$21.1K 0.36% 58
2024
Q1 		$619K Buy
10,878
+1,042
+11% +$58.5K 0.35% 60
2023
Q4 		$545K Buy
+9,836
New +$520K 0.32% 71

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

Clarus Wealth Advisors's CARR Position: Q2 2026 in Review

Clarus Wealth Advisors increased its Carrier Global (CARR) stake by 3.7% in Q2 2026, buying an estimated $63.9K and bringing the position to 27,744 shares worth $1.85M. The position accounts for 0.71% of the portfolio, ranked #52.

Clarus Wealth Advisors first reported a position in CARR in Q4 2023 and has held it in 9 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Clarus Wealth Advisors held 27,744 shares of Carrier Global worth $1.85M as of Q2 2026.
  • Clarus Wealth Advisors bought 978 Carrier Global shares in Q2 2026, an estimated $63.9K.
  • Carrier Global made up 0.71% of Clarus Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Clarus Wealth Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 9 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.