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Cornerstone Wealth Group’s Carrier Global CARR Stock Holding History

Cornerstone Wealth 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 		$293K Buy
3,998
+144
+4% +$9.41K 0.02% 362
2026
Q1 		$238K Sell
3,854
-891
-19% -$52.7K 0.02% 388
2025
Q4 		$251K Sell
4,745
-415
-8% -$23.1K 0.02% 313
2025
Q3 		$308K Sell
5,160
-20
-0.4% -$1.36K 0.02% 263
2025
Q2 		$379K Sell
5,180
-103
-2% -$6.99K 0.03% 216
2025
Q1 		$335K Buy
5,283
+1,926
+57% +$128K 0.03% 208
2024
Q4 		$229K Sell
3,357
-858
-20% -$64.7K 0.02% 248
2024
Q3 		$339K Buy
4,215
+111
+3% +$7.73K 0.03% 197
2024
Q2 		$259K Buy
+4,104
New +$252K 0.02% 210

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

Cornerstone Wealth Group's CARR Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Carrier Global (CARR) stake by 3.7% in Q2 2026, buying an estimated $9.41K and bringing the position to 3,998 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #362.

Cornerstone Wealth Group first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $379K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cornerstone Wealth Group held 3,998 shares of Carrier Global worth $293K as of Q2 2026.
  • Cornerstone Wealth Group bought 144 Carrier Global shares in Q2 2026, an estimated $9.41K.
  • Carrier Global made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #362 holding.
  • Cornerstone Wealth Group first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Group's Carrier Global position peaked at $379K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.