EWP
CARR icon

Elevation Wealth Partners’s Carrier Global CARR Stock Holding History

Elevation Wealth Partners’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 		$11.9K Buy
162
+1
+0.6% +$65 ﹤0.01% 758
2026
Q1 		$9.09K Buy
161
+25
+18% +$1.48K ﹤0.01% 536
2025
Q4 		$7.18K Buy
136
+1
+0.7% +$56 ﹤0.01% 547
2025
Q3 		$8.08K Hold
135
– – ﹤0.01% 411
2025
Q2 		$9.87K Buy
135
+1
+0.7% +$68 ﹤0.01% 368
2025
Q1 		$8.53K Hold
134
– – ﹤0.01% 376
2024
Q4 		$9.15K Buy
+134
New +$10.1K ﹤0.01% 374
2024
Q1 		– Sell
-195
Closed -$10.8K – 482
2023
Q4 		$10.8K Buy
+195
New +$10.3K 0.01% 324

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Elevation Wealth Partners's CARR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Carrier Global (CARR) stake by 0.62% in Q2 2026, buying an estimated $65 and bringing the position to 162 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Elevation Wealth Partners first reported a position in CARR in Q4 2023 and has held it in 8 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Elevation Wealth Partners held 162 shares of Carrier Global worth $11.9K as of Q2 2026.
  • Elevation Wealth Partners bought 1 Carrier Global share in Q2 2026, an estimated $65.
  • Carrier Global made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #758 holding.
  • Elevation Wealth Partners first reported a position in Carrier Global in Q4 2023 and has held it in 8 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.