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Forvis Mazars Wealth Advisors’s Carrier Global CARR Stock Holding History

Forvis Mazars Wealth 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 		$1.49M Buy
20,336
+155
+0.8% +$10.1K 0.02% 187
2026
Q1 		$1.14M Sell
20,181
-1
-0% -$59 0.02% 200
2025
Q4 		$1.07M Buy
20,182
+205
+1% +$11.4K 0.02% 201
2025
Q3 		$1.19M Sell
19,977
-38
-0.2% -$2.58K 0.02% 192
2025
Q2 		$1.46M Sell
20,015
-142
-0.7% -$9.63K 0.03% 178
2025
Q1 		$1.28M Buy
20,157
+2,483
+14% +$165K 0.03% 187
2024
Q4 		$1.21M Buy
17,674
+31
+0.2% +$2.34K 0.03% 203
2024
Q3 		$1.42M Sell
17,643
-2,218
-11% -$154K 0.03% 190
2024
Q2 		$1.25M Sell
19,861
-16,263
-45% -$999K 0.03% 193
2024
Q1 		$2.1M Buy
36,124
+18,548
+106% +$1.04M 0.05% 156
2023
Q4 		$1.01M Sell
17,576
-508
-3% -$26.9K 0.03% 205
2023
Q3 		$998K Sell
18,084
-569
-3% -$31.3K 0.03% 204
2023
Q2 		$927K Buy
18,653
+5,593
+43% +$246K 0.03% 224
2023
Q1 		$597K Sell
13,060
-900
-6% -$40.3K 0.02% 246
2022
Q4 		$576K Hold
13,960
– – 0.02% 242
2022
Q3 		$496K Sell
13,960
-713
-5% -$28.1K 0.02% 254
2022
Q2 		$523K Buy
14,673
+5,267
+56% +$207K 0.02% 243
2022
Q1 		$431K Hold
9,406
– – 0.02% 201
2021
Q4 		$510K Sell
9,406
-1,130
-11% -$61K 0.02% 182
2021
Q3 		$545K Buy
+10,536
New +$567K 0.03% 173
2021
Q2 		– Sell
-4,922
Closed -$208K – 265
2021
Q1 		$208K Sell
4,922
-2,262
-31% -$87.9K 0.01% 265
2020
Q4 		$271K Sell
7,184
-953
-12% -$34.5K 0.01% 302
2020
Q3 		$249K Sell
8,137
-3,482
-30% -$98.5K 0.01% 276
2020
Q2 		$258K Buy
+11,619
New +$216K 0.02% 265

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

Forvis Mazars Wealth Advisors's CARR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Carrier Global (CARR) stake by 0.77% in Q2 2026, buying an estimated $10.1K and bringing the position to 20,336 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #187.

Forvis Mazars Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.1M in Q1 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 20,336 shares of Carrier Global worth $1.49M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 155 Carrier Global shares in Q2 2026, an estimated $10.1K.
  • Carrier Global made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Forvis Mazars Wealth Advisors's Carrier Global position peaked at $2.1M in Q1 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.