Focus Partners Wealth
CARR icon

Focus Partners Wealth’s Carrier Global CARR Stock Holding History

Focus Partners 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 		$153M Buy
2,081,100
+133,711
+7% +$8.74M 0.16% 138
2026
Q1 		$110M Buy
1,947,389
+1,808,485
+1,302% +$107M 0.12% 172
2025
Q4 		$7.38M Sell
138,904
-437
-0.3% -$24.3K 0.01% 806
2025
Q3 		$8.31M Buy
139,341
+23,964
+21% +$1.63M 0.01% 609
2025
Q2 		$8.44M Buy
115,377
+6,594
+6% +$447K 0.02% 538
2025
Q1 		$6.9M Sell
108,783
-1,863
-2% -$124K 0.02% 547
2024
Q4 		$7.55M Buy
110,646
+23,947
+28% +$1.81M 0.02% 525
2024
Q3 		$6.98M Buy
86,699
+45,391
+110% +$3.16M 0.02% 481
2024
Q2 		$2.61M Buy
41,308
+7,693
+23% +$472K 0.01% 611
2024
Q1 		$1.95M Buy
33,615
+14,039
+72% +$789K 0.02% 488
2023
Q4 		$1.13M Buy
+19,576
New +$1.04M 0.01% 432

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

Focus Partners Wealth's CARR Position: Q2 2026 in Review

Focus Partners Wealth increased its Carrier Global (CARR) stake by 6.9% in Q2 2026, buying an estimated $8.74M and bringing the position to 2,081,100 shares worth $153M. The position accounts for 0.16% of the portfolio, ranked #138.

Focus Partners Wealth first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Focus Partners Wealth held 2,081,100 shares of Carrier Global worth $153M as of Q2 2026.
  • Focus Partners Wealth bought 133,711 Carrier Global shares in Q2 2026, an estimated $8.74M.
  • Carrier Global made up 0.16% of Focus Partners Wealth's portfolio in Q2 2026, its #138 holding.
  • Focus Partners Wealth first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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