Financial Engines Advisors
CARR icon

Financial Engines Advisors’s Carrier Global CARR Stock Holding History

Financial Engines Advisors’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 		$347K Sell
4,732
-35
-0.7% -$2.29K ﹤0.01% 476
2026
Q1 		$268K Sell
4,767
-771
-14% -$45.6K ﹤0.01% 482
2025
Q4 		$293K Buy
5,538
+565
+11% +$31.4K ﹤0.01% 474
2025
Q3 		$297K Buy
4,973
+270
+6% +$18.3K ﹤0.01% 470
2025
Q2 		$344K Buy
4,703
+161
+4% +$10.9K ﹤0.01% 426
2025
Q1 		$288K Buy
4,542
+51
+1% +$3.39K ﹤0.01% 380
2024
Q4 		$307K Buy
+4,491
New +$339K ﹤0.01% 380

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

Financial Engines Advisors's CARR Position: Q2 2026 in Review

Financial Engines Advisors reduced its Carrier Global (CARR) stake by 0.73% in Q2 2026, selling an estimated $2.29K and leaving 4,732 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Financial Engines Advisors first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Financial Engines Advisors held 4,732 shares of Carrier Global worth $347K as of Q2 2026.
  • Financial Engines Advisors sold 35 Carrier Global shares in Q2 2026, an estimated $2.29K.
  • Carrier Global made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #476 holding.
  • Financial Engines Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.