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Foundations Investment Advisors’s Carrier Global CARR Stock Holding History

Foundations Investment 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 		$458K Buy
6,252
+672
+12% +$43.9K ﹤0.01% 813
2026
Q1 		$314K Buy
5,580
+67
+1% +$3.97K ﹤0.01% 888
2025
Q4 		$291K Sell
5,513
-1,623
-23% -$90.2K ﹤0.01% 905
2025
Q3 		$426K Sell
7,136
-76
-1% -$5.16K 0.01% 716
2025
Q2 		$528K Buy
7,212
+593
+9% +$40.2K 0.01% 559
2025
Q1 		$420K Buy
6,619
+631
+11% +$41.9K 0.01% 622
2024
Q4 		$409K Buy
5,988
+209
+4% +$15.8K 0.01% 585
2024
Q3 		$465K Buy
5,779
+163
+3% +$11.3K 0.01% 532
2024
Q2 		$354K Sell
5,616
-516
-8% -$31.7K 0.01% 575
2024
Q1 		$356K Sell
6,132
-744
-11% -$41.8K 0.01% 540
2023
Q4 		$382K Buy
6,876
+118
+2% +$6.24K 0.01% 495
2023
Q3 		$373K Buy
6,758
+310
+5% +$17.1K 0.01% 458
2023
Q2 		$321K Buy
6,448
+1,286
+25% +$56.6K 0.01% 459
2023
Q1 		$236K Buy
+5,162
New +$231K 0.01% 443

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

Foundations Investment Advisors's CARR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Carrier Global (CARR) stake by 12% in Q2 2026, buying an estimated $43.9K and bringing the position to 6,252 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Foundations Investment Advisors first reported a position in CARR in Q1 2023 and has held it in 14 quarters since. The position peaked at $528K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Foundations Investment Advisors held 6,252 shares of Carrier Global worth $458K as of Q2 2026.
  • Foundations Investment Advisors bought 672 Carrier Global shares in Q2 2026, an estimated $43.9K.
  • Carrier Global made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #813 holding.
  • Foundations Investment Advisors first reported a position in Carrier Global in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Carrier Global position peaked at $528K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.