Gateway Wealth Partners’s Carrier Global CARR Stock Holding History

Gateway Wealth Partners’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	$411K	Sell	5,608 -4,284	-43%	-$280K	0.02%	524
2026 Q1	$557K	Buy	+9,892	New	+$586K	0.02%	544
2025 Q3	–	Sell	-8,803	Closed	-$644K	–	413
2025 Q2	$644K	Buy	8,803 +79	+0.9%	+$5.36K	0.12%	174
2025 Q1	$553K	Sell	8,724 -1,603	-16%	-$107K	0.12%	170
2024 Q4	$705K	Buy	10,327 +7,118	+222%	+$537K	0.18%	125
2024 Q3	$258K	Sell	3,209 -11	-0.3%	-$766	0.07%	235
2024 Q2	$203K	Buy	+3,220	New	+$198K	0.06%	255
2023 Q4	–	Sell	-4,792	Closed	-$265K	–	233
2023 Q3	$265K	Sell	4,792 -385	-7%	-$21.2K	0.05%	209
2023 Q2	$257K	Buy	+5,177	New	+$228K	0.05%	200

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gateway Wealth Partners's CARR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Carrier Global (CARR) stake by 43% in Q2 2026, selling an estimated $280K and leaving 5,608 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #524.

Gateway Wealth Partners first reported a position in CARR in Q2 2023 and has held it in 9 quarters since. The position peaked at $705K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Gateway Wealth Partners held 5,608 shares of Carrier Global worth $411K as of Q2 2026.
Gateway Wealth Partners sold 4,284 Carrier Global shares in Q2 2026, an estimated $280K.
Carrier Global made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #524 holding.
Gateway Wealth Partners first reported a position in Carrier Global in Q2 2023 and has held it in 9 quarters since.
Gateway Wealth Partners's Carrier Global position peaked at $705K in Q4 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.