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Evermay Wealth Management’s Carrier Global CARR Stock Holding History

Evermay Wealth Management’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 		$144K Buy
1,958
+168
+9% +$11K 0.01% 235
2026
Q1 		$101K Hold
1,790
– – 0.01% 249
2025
Q4 		$94.6K Hold
1,790
– – 0.01% 265
2025
Q3 		$107K Hold
1,790
– – 0.01% 258
2025
Q2 		$131K Hold
1,790
– – 0.02% 237
2025
Q1 		$113K Hold
1,790
– – 0.01% 248
2024
Q4 		$122K Hold
1,790
– – 0.02% 239
2024
Q3 		$144K Sell
1,790
-155
-8% -$10.8K 0.02% 230
2024
Q2 		$123K Hold
1,945
– – 0.02% 246
2024
Q1 		$113K Sell
1,945
-7
-0.4% -$393 0.02% 267
2023
Q4 		$112K Sell
1,952
-593
-23% -$31.4K 0.02% 242
2023
Q3 		$140K Hold
2,545
– – 0.03% 199
2023
Q2 		$127K Sell
2,545
-3
-0.1% -$132 0.02% 220
2023
Q1 		$117K Hold
2,548
– – 0.02% 221
2022
Q4 		$105K Hold
2,548
– – 0.02% 220
2022
Q3 		$91K Hold
2,548
– – 0.02% 225
2022
Q2 		$91K Hold
2,548
– – 0.02% 226
2022
Q1 		$117K Buy
2,548
+611
+32% +$28.8K 0.02% 241
2021
Q4 		$105K Hold
1,937
– – 0.02% 226
2021
Q3 		$100K Sell
1,937
-20
-1% -$1.08K 0.02% 215
2021
Q2 		$95K Buy
+1,957
New +$87.5K 0.02% 226

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

Evermay Wealth Management's CARR Position: Q2 2026 in Review

Evermay Wealth Management increased its Carrier Global (CARR) stake by 9.4% in Q2 2026, buying an estimated $11K and bringing the position to 1,958 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #235.

Evermay Wealth Management first reported a position in CARR in Q2 2021 and has held it in 21 quarters since. The position peaked at $144K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Evermay Wealth Management held 1,958 shares of Carrier Global worth $144K as of Q2 2026.
  • Evermay Wealth Management bought 168 Carrier Global shares in Q2 2026, an estimated $11K.
  • Carrier Global made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Evermay Wealth Management first reported a position in Carrier Global in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Carrier Global position peaked at $144K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.