Curio Wealth’s Carrier Global CARR Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$169	–	240
2026 Q1	$169	Buy	+3	New	+$178	﹤0.01%	833

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Curio Wealth's CARR Position: Q2 2026 in Review

Curio Wealth sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 3 shares — an estimated $169 sold.

Curio Wealth first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Curio Wealth reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Carrier Global shares in Q2 2026, an estimated $169.
Curio Wealth first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
Curio Wealth's Carrier Global position peaked at $169 in Q1 2026.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.