GC Wealth Management RIA’s Carrier Global CARR Stock Holding History

GC Wealth Management RIA’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	$658K	Sell	8,976 -630	-7%	-$41.2K	0.04%	287
2026 Q1	$541K	Sell	9,606 -3,599	-27%	-$213K	0.02%	335
2025 Q4	$698K	Sell	13,205 -5,823	-31%	-$324K	0.03%	294
2025 Q3	$1.14M	Buy	19,028 +5,588	+42%	+$380K	0.04%	293
2025 Q2	$984K	Buy	13,440 +5,579	+71%	+$379K	0.08%	207
2025 Q1	$498K	Buy	7,861 +170	+2%	+$11.3K	0.09%	177
2024 Q4	$525K	Sell	7,691 -1,092	-12%	-$82.4K	0.09%	166
2024 Q3	$707K	Sell	8,783 -13	-0.1%	-$905	0.12%	145
2024 Q2	$555K	Sell	8,796 -628	-7%	-$38.6K	0.11%	156
2024 Q1	$548K	Sell	9,424 -626	-6%	-$35.2K	0.11%	159
2023 Q4	$577K	Buy	+10,050	New	+$532K	0.26%	104

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

GC Wealth Management RIA's CARR Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Carrier Global (CARR) stake by 6.6% in Q2 2026, selling an estimated $41.2K and leaving 8,976 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #287.

GC Wealth Management RIA first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

GC Wealth Management RIA held 8,976 shares of Carrier Global worth $658K as of Q2 2026.
GC Wealth Management RIA sold 630 Carrier Global shares in Q2 2026, an estimated $41.2K.
Carrier Global made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #287 holding.
GC Wealth Management RIA first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Carrier Global position peaked at $1.14M in Q3 2025.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.