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Cooper Financial Group’s Carrier Global CARR Stock Holding History

Cooper Financial 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 		$327K Buy
4,454
+307
+7% +$20.1K 0.03% 329
2026
Q1 		$233K Buy
4,147
+76
+2% +$4.5K 0.02% 378
2025
Q4 		$215K Buy
4,071
+441
+12% +$24.5K 0.02% 362
2025
Q3 		$217K Sell
3,630
-120
-3% -$8.15K 0.02% 367
2025
Q2 		$274K Sell
3,750
-211
-5% -$14.3K 0.03% 315
2025
Q1 		$251K Buy
3,961
+400
+11% +$26.6K 0.03% 336
2024
Q4 		$243K Buy
3,561
+272
+8% +$20.5K 0.03% 345
2024
Q3 		$265K Buy
3,289
+50
+2% +$3.48K 0.03% 324
2024
Q2 		$204K Buy
+3,239
New +$199K 0.03% 362

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

Cooper Financial Group's CARR Position: Q2 2026 in Review

Cooper Financial Group increased its Carrier Global (CARR) stake by 7.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,454 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #329.

Cooper Financial Group first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cooper Financial Group held 4,454 shares of Carrier Global worth $327K as of Q2 2026.
  • Cooper Financial Group bought 307 Carrier Global shares in Q2 2026, an estimated $20.1K.
  • Carrier Global made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #329 holding.
  • Cooper Financial Group first reported a position in Carrier Global in Q2 2024 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 Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.