Foster Victor Wealth Advisors’s Carrier Global CARR Stock Holding History

Foster Victor 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	$17.5M	Buy	250,513 +8,083	+3%	+$528K	0.92%	37
2026 Q1	$15.7M	Buy	242,430 +58,896	+32%	+$3.49M	0.9%	47
2025 Q4	$10.3M	Sell	183,534 -33,243	-15%	-$1.85M	0.6%	66
2025 Q3	$12.9M	Buy	216,777 +42,161	+24%	+$2.86M	0.8%	59
2025 Q2	$13.3M	Buy	174,616 +5,353	+3%	+$363K	0.9%	52
2025 Q1	$10M	Buy	169,263 +21,146	+14%	+$1.4M	0.81%	57
2024 Q4	$10.3M	Buy	148,117 +9,332	+7%	+$704K	0.79%	60
2024 Q3	$11.4M	Buy	138,785 +28,306	+26%	+$1.97M	0.91%	49
2024 Q2	$7.72M	Buy	+110,479	New	+$6.78M	0.65%	62

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Foster Victor Wealth Advisors's CARR Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Carrier Global (CARR) stake by 3.3% in Q2 2026, buying an estimated $528K and bringing the position to 250,513 shares worth $17.5M. The position accounts for 0.92% of the portfolio, ranked #37.

Foster Victor Wealth Advisors first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Foster Victor Wealth Advisors held 250,513 shares of Carrier Global worth $17.5M as of Q2 2026.
Foster Victor Wealth Advisors bought 8,083 Carrier Global shares in Q2 2026, an estimated $528K.
Carrier Global made up 0.92% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Foster Victor Wealth Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.