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Curated Wealth Partners’s Carrier Global CARR Stock Holding History

Curated Wealth Partners’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 		$1.06M Buy
14,463
+388
+3% +$25.4K 0.12% 64
2026
Q1 		$793K Buy
14,075
+497
+4% +$29.4K 0.1% 83
2025
Q4 		$717K Buy
13,578
+778
+6% +$43.3K 0.08% 89
2025
Q3 		$764K Sell
12,800
-124
-1% -$8.42K 0.09% 72
2025
Q2 		$946K Hold
12,924
– – 0.11% 61
2025
Q1 		$819K Buy
12,924
+124
+1% +$8.24K 0.11% 63
2024
Q4 		$874K Hold
12,800
– – 0.1% 56
2024
Q3 		$1.03M Hold
12,800
– – 0.13% 46
2024
Q2 		$807K Buy
+12,800
New +$786K 0.11% 56
2024
Q1 		– Sell
-12,800
Closed -$719K – 167
2023
Q4 		$735K Sell
12,800
-1,224
-9% -$64.8K 0.12% 64
2023
Q3 		$774K Sell
14,024
-703
-5% -$38.7K 0.14% 50
2023
Q2 		$732K Sell
14,727
-105
-0.7% -$4.62K 0.14% 54
2023
Q1 		$679K Sell
14,832
-613
-4% -$27.4K 0.15% 54
2022
Q4 		$637K Hold
15,445
– – 0.15% 52
2022
Q3 		$549K Sell
15,445
-24
-0.2% -$945 0.16% 54
2022
Q2 		$550K Sell
15,469
-2,183
-12% -$85.7K 0.16% 56
2022
Q1 		$958K Hold
17,652
– – 0.32% 34
2021
Q4 		$958K Hold
17,652
– – 0.31% 36
2021
Q3 		$914K Hold
17,652
– – 0.51% 35
2021
Q2 		$858K Buy
17,652
+323
+2% +$14.4K 0.47% 34
2021
Q1 		$732K Buy
17,329
+11,773
+212% +$458K 0.45% 38
2020
Q4 		$210K Buy
+5,556
New +$201K 0.14% 128

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

Curated Wealth Partners's CARR Position: Q2 2026 in Review

Curated Wealth Partners increased its Carrier Global (CARR) stake by 2.8% in Q2 2026, buying an estimated $25.4K and bringing the position to 14,463 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #64.

Curated Wealth Partners first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Curated Wealth Partners held 14,463 shares of Carrier Global worth $1.06M as of Q2 2026.
  • Curated Wealth Partners bought 388 Carrier Global shares in Q2 2026, an estimated $25.4K.
  • Carrier Global made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Curated Wealth Partners first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.