FSM Wealth Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
Other funds holding CARR
FSM Wealth Advisors's CARR Position: Q2 2026 in Review
FSM Wealth Advisors increased its Carrier Global (CARR) stake by 0.77% in Q2 2026, buying an estimated $3.99K and bringing the position to 7,981 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #166.
FSM Wealth Advisors first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $768K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.
- FSM Wealth Advisors held 7,981 shares of Carrier Global worth $585K as of Q2 2026.
- FSM Wealth Advisors bought 61 Carrier Global shares in Q2 2026, an estimated $3.99K.
- Carrier Global made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #166 holding.
- FSM Wealth Advisors first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
- FSM Wealth Advisors's Carrier Global position peaked at $768K in Q2 2025.
- 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.