FGC
CARR icon

Financial Gravity Companies’s Carrier Global CARR Stock Holding History

Financial Gravity Companies’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 		$7.41K Buy
+101
New +$6.6K ﹤0.01% 632
2025
Q2 		$7.39K Buy
+101
New +$6.85K ﹤0.01% 628
2024
Q4 		$6.89K Hold
101
– – ﹤0.01% 636
2024
Q3 		$8.13K Buy
+101
New +$7.03K ﹤0.01% 384

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 $3.38T AUM 44.17% 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 Gravity Companies's CARR Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Carrier Global (CARR) in Q2 2026: 101 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CARR as recently as Q2 2025.

Financial Gravity Companies first reported a position in CARR in Q3 2024 and has held it in 4 quarters since. The position peaked at $8.13K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Financial Gravity Companies held 101 shares of Carrier Global worth $7.41K as of Q2 2026.
  • Carrier Global was a new Financial Gravity Companies position in Q2 2026.
  • Carrier Global made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #632 holding.
  • Financial Gravity Companies first reported a position in Carrier Global in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Carrier Global position peaked at $8.13K in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.