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Comprehensive Financial Planning’s Carrier Global CARR Stock Holding History

Comprehensive 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 		$8.07K Hold
110
– – ﹤0.01% 301
2026
Q1 		$6.19K Hold
110
– – ﹤0.01% 294
2025
Q4 		$5.81K Hold
110
– – ﹤0.01% 293
2025
Q3 		$6.57K Hold
110
– – ﹤0.01% 266
2025
Q2 		$8.05K Hold
110
– – 0.01% 243
2025
Q1 		$6.97K Hold
110
– – 0.01% 239
2024
Q4 		$7.51K Buy
+110
New +$8.3K 0.01% 259

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

Comprehensive Financial Planning's CARR Position: Q2 2026 in Review

Comprehensive Financial Planning held its Carrier Global (CARR) position steady in Q2 2026 at 110 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Comprehensive Financial Planning first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Comprehensive Financial Planning held 110 shares of Carrier Global worth $8.07K as of Q2 2026.
  • Comprehensive Financial Planning left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #301 holding.
  • Comprehensive Financial Planning first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.