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Dogwood Wealth Management’s Carrier Global CARR Stock Holding History

Dogwood Wealth Management’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 		$7.7K Buy
105
+12
+13% +$784 ﹤0.01% 436
2026
Q1 		$5.24K Sell
93
-13
-12% -$770 ﹤0.01% 465
2025
Q4 		$5.6K Buy
106
+69
+186% +$3.84K ﹤0.01% 400
2025
Q3 		$2.21K Sell
37
-63
-63% -$4.28K ﹤0.01% 512
2025
Q2 		$7.51K Buy
100
+14
+16% +$950 ﹤0.01% 330
2025
Q1 		$5.46K Buy
86
+54
+169% +$3.59K ﹤0.01% 237
2024
Q4 		$2.19K Hold
32
– – ﹤0.01% 229
2024
Q3 		$2.58K Hold
32
– – ﹤0.01% 175
2024
Q2 		$2.02K Hold
32
– – ﹤0.01% 217
2024
Q1 		$1.85K Hold
32
– – ﹤0.01% 217
2023
Q4 		$1.83K Buy
+32
New +$1.69K ﹤0.01% 197

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

Dogwood Wealth Management's CARR Position: Q2 2026 in Review

Dogwood Wealth Management increased its Carrier Global (CARR) stake by 13% in Q2 2026, buying an estimated $784 and bringing the position to 105 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Dogwood Wealth Management first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Dogwood Wealth Management held 105 shares of Carrier Global worth $7.7K as of Q2 2026.
  • Dogwood Wealth Management bought 12 Carrier Global shares in Q2 2026, an estimated $784.
  • Carrier Global made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Dogwood Wealth Management first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.