Empower Advisory Group
CARR icon

Empower Advisory Group’s Carrier Global CARR Stock Holding History

Empower 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 		$398K Sell
5,423
-236
-4% -$15.4K ﹤0.01% 381
2026
Q1 		$319K Buy
5,659
+1,486
+36% +$88K ﹤0.01% 399
2025
Q4 		$221K Sell
4,173
-726
-15% -$40.4K ﹤0.01% 465
2025
Q3 		$292K Buy
+4,899
New +$333K ﹤0.01% 436
2025
Q1 		– Sell
-2,962
Closed -$202K – 500
2024
Q4 		$202K Buy
2,962
+177
+6% +$13.4K ﹤0.01% 489
2024
Q3 		$224K Buy
+2,785
New +$194K ﹤0.01% 459

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

Empower Advisory Group's CARR Position: Q2 2026 in Review

Empower Advisory Group reduced its Carrier Global (CARR) stake by 4.2% in Q2 2026, selling an estimated $15.4K and leaving 5,423 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Empower Advisory Group first reported a position in CARR in Q3 2024 and has held it in 6 quarters since. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Empower Advisory Group held 5,423 shares of Carrier Global worth $398K as of Q2 2026.
  • Empower Advisory Group sold 236 Carrier Global shares in Q2 2026, an estimated $15.4K.
  • Carrier Global made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #381 holding.
  • Empower Advisory Group first reported a position in Carrier Global in Q3 2024 and has held it in 6 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.