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DHJJ Financial Advisors’s Carrier Global CARR Stock Holding History

DHJJ Financial 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 		$102K Hold
1,392
– – 0.03% 310
2026
Q1 		$78.4K Hold
1,392
– – 0.03% 317
2025
Q4 		$73.6K Hold
1,392
– – 0.02% 322
2025
Q3 		$83.1K Hold
1,392
– – 0.03% 285
2025
Q2 		$102K Buy
1,392
+1,333
+2,259% +$90.4K 0.04% 249
2025
Q1 		$3.74K Hold
59
– – ﹤0.01% 592
2024
Q4 		$4.03K Hold
59
– – ﹤0.01% 567
2024
Q3 		$4.75K Hold
59
– – ﹤0.01% 550
2024
Q2 		$3.72K Hold
59
– – ﹤0.01% 521
2024
Q1 		$3.43K Hold
59
– – ﹤0.01% 520
2023
Q4 		$3.39K Hold
59
– – ﹤0.01% 516
2023
Q3 		$3.26K Buy
+59
New +$3.25K ﹤0.01% 517

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's CARR Position: Q2 2026 in Review

DHJJ Financial Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 1,392 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #310.

DHJJ Financial Advisors first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • DHJJ Financial Advisors held 1,392 shares of Carrier Global worth $102K as of Q2 2026.
  • DHJJ Financial Advisors left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #310 holding.
  • DHJJ Financial Advisors first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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