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Evoke Wealth’s Carrier Global CARR Stock Holding History

Evoke Wealth’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 		– Sell
-52,862
Closed -$2.98M – 99
2026
Q1 		$2.98M Sell
52,862
-21,941
-29% -$1.3M 0.05% 136
2025
Q4 		$3.95M Sell
74,803
-1,046
-1% -$58.2K 0.07% 108
2025
Q3 		$4.53M Sell
75,849
-3,533
-4% -$240K 0.09% 94
2025
Q2 		$5.81M Sell
79,382
-2,221
-3% -$151K 0.13% 67
2025
Q1 		$5.17M Sell
81,603
-8,486
-9% -$564K 0.14% 68
2024
Q4 		$6.17M Sell
90,089
-5,212
-5% -$393K 0.17% 63
2024
Q3 		$7.67M Buy
+95,301
New +$6.64M 0.21% 57
2024
Q2 		– Sell
-95,154
Closed -$5.53M – 140
2024
Q1 		$5.53M Buy
+95,154
New +$5.35M 0.16% 64
2023
Q4 		– Sell
-95,598
Closed -$5.28M – 130
2023
Q3 		$5.28M Buy
95,598
+43
+0% +$2.37K 0.19% 62
2023
Q2 		$4.77M Sell
95,555
-10,370
-10% -$456K 0.17% 61
2023
Q1 		$4.41M Sell
105,925
-1,128
-1% -$50.5K 0.16% 64
2022
Q4 		$4.08M Buy
107,053
+8,206
+8% +$333K 0.15% 74
2022
Q3 		$3.51M Sell
98,847
-1,903
-2% -$74.9K 0.14% 73
2022
Q2 		$3.61M Sell
100,750
-5,662
-5% -$222K 0.13% 80
2022
Q1 		$4.88M Sell
106,412
-1,254
-1% -$59.1K 0.16% 69
2021
Q4 		$5.84M Sell
107,666
-546
-0.5% -$29.5K 0.18% 72
2021
Q3 		$5.59M Sell
108,212
-1,569
-1% -$84.4K 0.21% 60
2021
Q2 		$5.34M Buy
109,781
+4,435
+4% +$198K 0.2% 65
2021
Q1 		$4.45M Buy
105,346
+102,152
+3,198% +$3.97M 0.2% 69
2020
Q4 		$121K Buy
3,194
+6
+0.2% +$217 0.01% 283
2020
Q3 		$97K Sell
3,188
-25
-0.8% -$707 0.01% 288
2020
Q2 		$74K Buy
+3,213
New +$59.7K 0.01% 307

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

Evoke Wealth's CARR Position: Q2 2026 in Review

Evoke Wealth sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 52,862 shares — an estimated $2.98M sold.

Evoke Wealth first reported a position in CARR in Q2 2020 and held it in 22 quarters. The position peaked at $7.67M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Evoke Wealth reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 52,862 Carrier Global shares in Q2 2026, an estimated $2.98M.
  • Evoke Wealth first reported a position in Carrier Global in Q2 2020 and held it in 22 quarters.
  • Evoke Wealth's Carrier Global position peaked at $7.67M in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.