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Financial Management Professionals’s Carrier Global CARR Stock Holding History

Financial Management Professionals’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 		$28.1K Buy
383
+225
+142% +$14.7K ﹤0.01% 379
2026
Q1 		$8.92K Sell
158
-25
-14% -$1.48K ﹤0.01% 553
2025
Q4 		$9.69K Buy
183
+36
+24% +$2K ﹤0.01% 535
2025
Q3 		$8.77K Sell
147
-73
-33% -$4.96K ﹤0.01% 539
2025
Q2 		$16.1K Sell
220
-85
-28% -$5.77K ﹤0.01% 453
2025
Q1 		$19.3K Buy
305
+137
+82% +$9.1K ﹤0.01% 427
2024
Q4 		$11.4K Buy
168
+1
+0.6% +$75 ﹤0.01% 497
2024
Q3 		$13K Buy
167
+19
+13% +$1.32K ﹤0.01% 486
2024
Q2 		$9K Sell
148
-2
-1% -$123 ﹤0.01% 495
2024
Q1 		$9K Hold
150
– – ﹤0.01% 550
2023
Q4 		$9K Sell
150
-286
-66% -$15.1K ﹤0.01% 548
2023
Q3 		$24K Buy
436
+149
+52% +$8.2K ﹤0.01% 345
2023
Q2 		$14K Sell
287
-2
-0.7% -$88 ﹤0.01% 474
2023
Q1 		$13K Buy
289
+80
+38% +$3.58K ﹤0.01% 512
2022
Q4 		$9K Buy
209
+57
+38% +$2.31K ﹤0.01% 518
2022
Q3 		$5K Sell
152
-379
-71% -$14.9K ﹤0.01% 596
2022
Q2 		$19K Buy
531
+43
+9% +$1.69K ﹤0.01% 358
2022
Q1 		$22K Buy
488
+303
+164% +$14.3K ﹤0.01% 340
2021
Q4 		$10K Sell
185
-177
-49% -$9.55K ﹤0.01% 475
2021
Q3 		$19K Buy
362
+314
+654% +$16.9K ﹤0.01% 337
2021
Q2 		$2K Buy
48
+10
+26% +$447 ﹤0.01% 651
2021
Q1 		$2K Hold
38
– – ﹤0.01% 562
2020
Q4 		$1K Hold
38
– – ﹤0.01% 585
2020
Q3 		$1K Sell
38
-261
-87% -$7.38K ﹤0.01% 552
2020
Q2 		$7K Buy
+299
New +$5.56K ﹤0.01% 342

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

Financial Management Professionals's CARR Position: Q2 2026 in Review

Financial Management Professionals increased its Carrier Global (CARR) stake by 142% in Q2 2026, buying an estimated $14.7K and bringing the position to 383 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Financial Management Professionals first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Financial Management Professionals held 383 shares of Carrier Global worth $28.1K as of Q2 2026.
  • Financial Management Professionals bought 225 Carrier Global shares in Q2 2026, an estimated $14.7K.
  • Carrier Global made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #379 holding.
  • Financial Management Professionals first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.