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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
2024
Q2 		– Sell
-12,800
Closed -$744K – 162
2024
Q1 		$744K Buy
+12,800
New +$719K 0.11% 62

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.