EGWAG
CARR icon

Elwood & Goetz Wealth Advisory Group’s Carrier Global CARR Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$304K Buy
4,140
+5
+0.1% +$327 0.04% 121
2026
Q1 		$233K Buy
4,135
+45
+1% +$2.66K 0.04% 130
2025
Q4 		$216K Buy
4,090
+76
+2% +$4.22K 0.04% 131
2025
Q3 		$240K Buy
+4,014
New +$273K 0.05% 118

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

Elwood & Goetz Wealth Advisory Group's CARR Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Carrier Global (CARR) stake by 0.12% in Q2 2026, buying an estimated $327 and bringing the position to 4,140 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #121.

Elwood & Goetz Wealth Advisory Group first reported a position in CARR in Q3 2025 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 4,140 shares of Carrier Global worth $304K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 5 Carrier Global shares in Q2 2026, an estimated $327.
  • Carrier Global made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Carrier Global in Q3 2025 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.