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Crewe Advisors’s Carrier Global CARR Stock Holding History

Crewe 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 		$116K Sell
1,578
-5
-0.3% -$327 0.01% 313
2026
Q1 		$89.1K Buy
1,583
+47
+3% +$2.78K 0.01% 311
2025
Q4 		$81.2K Hold
1,536
– – 0.01% 311
2025
Q3 		$91.7K Buy
+1,536
New +$104K 0.01% 309
2024
Q3 		– Sell
-2,495
Closed -$157K – 761
2024
Q2 		$157K Sell
2,495
-9
-0.4% -$553 0.02% 201
2024
Q1 		$146K Buy
+2,504
New +$141K 0.02% 218
2023
Q3 		– Sell
-2,050
Closed -$102K – 636
2023
Q2 		$102K Sell
2,050
-261
-11% -$11.5K 0.01% 200
2023
Q1 		$106K Sell
2,311
-70
-3% -$3.13K 0.02% 222
2022
Q4 		$98.2K Buy
2,381
+272
+13% +$11K 0.02% 217
2022
Q3 		$75K Buy
2,109
+207
+11% +$8.15K 0.01% 259
2022
Q2 		$68K Sell
1,902
-267
-12% -$10.5K 0.02% 258
2022
Q1 		$99K Hold
2,169
– – 0.02% 174
2021
Q4 		$118K Buy
2,169
+300
+16% +$16.2K 0.02% 127
2021
Q3 		$97K Hold
1,869
– – 0.02% 110
2021
Q2 		$91K Hold
1,869
– – 0.02% 116
2021
Q1 		$79K Sell
1,869
-151
-7% -$5.87K 0.02% 115
2020
Q4 		$76K Hold
2,020
– – 0.03% 106
2020
Q3 		$62K Hold
2,020
– – 0.03% 110
2020
Q2 		$45K Buy
+2,020
New +$37.5K 0.02% 111

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

Crewe Advisors's CARR Position: Q2 2026 in Review

Crewe Advisors reduced its Carrier Global (CARR) stake by 0.32% in Q2 2026, selling an estimated $327 and leaving 1,578 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #313.

Crewe Advisors first reported a position in CARR in Q2 2020 and has held it in 19 quarters since. The position peaked at $157K in Q2 2024. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Crewe Advisors held 1,578 shares of Carrier Global worth $116K as of Q2 2026.
  • Crewe Advisors sold 5 Carrier Global shares in Q2 2026, an estimated $327.
  • Carrier Global made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #313 holding.
  • Crewe Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 19 quarters since.
  • Crewe Advisors's Carrier Global position peaked at $157K in Q2 2024.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.