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Elevate Wealth Advisory’s Carrier Global CARR Stock Holding History

Elevate Wealth Advisory’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 		$234K Buy
+3,185
New +$208K 0.13% 76
2025
Q3 		– Sell
-3,042
Closed -$223K – 123
2025
Q2 		$223K Buy
+3,042
New +$206K 0.16% 70
2025
Q1 		– Sell
-3,014
Closed -$206K – 133
2024
Q4 		$206K Buy
3,014
+4
+0.1% +$302 0.15% 67
2024
Q3 		$242K Buy
+3,010
New +$210K 0.18% 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

Elevate Wealth Advisory's CARR Position: Q2 2026 in Review

Elevate Wealth Advisory opened a new position in Carrier Global (CARR) in Q2 2026: 3,185 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in CARR as recently as Q2 2025.

Elevate Wealth Advisory first reported a position in CARR in Q3 2024 and has held it in 4 quarters since. The position peaked at $242K in Q3 2024. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Elevate Wealth Advisory held 3,185 shares of Carrier Global worth $234K as of Q2 2026.
  • Carrier Global was a new Elevate Wealth Advisory position in Q2 2026.
  • Carrier Global made up 0.13% of Elevate Wealth Advisory's portfolio in Q2 2026, its #76 holding.
  • Elevate Wealth Advisory first reported a position in Carrier Global in Q3 2024 and has held it in 4 quarters since.
  • Elevate Wealth Advisory's Carrier Global position peaked at $242K in Q3 2024.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.