Dynamic Wealth Strategies’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.52K Buy
+48
New +$3.14K ﹤0.01% 273
2024
Q4
Sell
-97
Closed -$8K 92
2024
Q3
$8K Hold
97
0.01% 196
2024
Q2
$6K Hold
97
0.01% 213
2024
Q1
$6K Hold
97
0.01% 221
2023
Q4
$5.57K Buy
+97
New +$5.13K 0.01% 224

Other funds holding CARR

Dynamic Wealth Strategies's CARR Position: Q2 2026 in Review

Dynamic Wealth Strategies opened a new position in Carrier Global (CARR) in Q2 2026: 48 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Dynamic Wealth Strategies previously reported a position in CARR as recently as Q3 2024.

Dynamic Wealth Strategies first reported a position in CARR in Q4 2023 and has held it in 5 quarters since. The position peaked at $8K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Dynamic Wealth Strategies held 48 shares of Carrier Global worth $3.52K as of Q2 2026.
  • Carrier Global was a new Dynamic Wealth Strategies position in Q2 2026.
  • Carrier Global made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #273 holding.
  • Dynamic Wealth Strategies first reported a position in Carrier Global in Q4 2023 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's Carrier Global position peaked at $8K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.