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Fortis Group Advisors’s Carrier Global CARR Stock Holding History

Fortis Group 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 		$240K Buy
3,278
+3,202
+4,213% +$209K 0.04% 241
2026
Q1 		$4.28K Hold
76
– – ﹤0.01% 447
2025
Q4 		$4.02K Hold
76
– – ﹤0.01% 450
2025
Q3 		$4.54K Hold
76
– – ﹤0.01% 399
2025
Q2 		$5.56K Hold
76
– – ﹤0.01% 379
2025
Q1 		$4.82K Hold
76
– – ﹤0.01% 357
2024
Q4 		$5.19K Hold
76
– – ﹤0.01% 363
2024
Q3 		$6.12K Hold
76
– – ﹤0.01% 343
2024
Q2 		$4.79K Hold
76
– – ﹤0.01% 356
2024
Q1 		$4.42K Sell
76
-76
-50% -$4.27K ﹤0.01% 384
2023
Q4 		$8.73K Buy
152
+76
+100% +$4.02K ﹤0.01% 311
2023
Q3 		$4.2K Buy
+76
New +$4.18K ﹤0.01% 304
2020
Q3 		$2K Buy
+76
New +$2.15K ﹤0.01% 387

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

Fortis Group Advisors's CARR Position: Q2 2026 in Review

Fortis Group Advisors increased its Carrier Global (CARR) stake by 4,213% in Q2 2026, buying an estimated $209K and bringing the position to 3,278 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #241.

Fortis Group Advisors first reported a position in CARR in Q3 2020 and has held it in 13 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Fortis Group Advisors held 3,278 shares of Carrier Global worth $240K as of Q2 2026.
  • Fortis Group Advisors bought 3,202 Carrier Global shares in Q2 2026, an estimated $209K.
  • Carrier Global made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #241 holding.
  • Fortis Group Advisors first reported a position in Carrier Global in Q3 2020 and has held it in 13 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.