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Evolve Private Wealth’s Carrier Global CARR Stock Holding History

Evolve Private 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 		$315K Sell
4,297
-4,506
-51% -$295K 0.02% 700
2026
Q1 		$496K Buy
8,803
+2,397
+37% +$142K 0.03% 584
2025
Q4 		$338K Buy
+6,406
New +$356K 0.02% 681

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

Evolve Private Wealth's CARR Position: Q2 2026 in Review

Evolve Private Wealth reduced its Carrier Global (CARR) stake by 51% in Q2 2026, selling an estimated $295K and leaving 4,297 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #700.

Evolve Private Wealth first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Evolve Private Wealth held 4,297 shares of Carrier Global worth $315K as of Q2 2026.
  • Evolve Private Wealth sold 4,506 Carrier Global shares in Q2 2026, an estimated $295K.
  • Carrier Global made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #700 holding.
  • Evolve Private Wealth first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Carrier Global position peaked at $496K in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.