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GDS Wealth Management’s Carrier Global CARR Stock Holding History

GDS Wealth Management’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 		$201K Buy
+2,741
New +$179K 0.01% 229
2024
Q4 		– Sell
-2,568
Closed -$207K – 172
2024
Q3 		$207K Buy
+2,568
New +$179K 0.02% 163

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

GDS Wealth Management's CARR Position: Q2 2026 in Review

GDS Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 2,741 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in CARR as recently as Q3 2024.

GDS Wealth Management first reported a position in CARR in Q3 2024 and has held it in 2 quarters since. The position peaked at $207K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • GDS Wealth Management held 2,741 shares of Carrier Global worth $201K as of Q2 2026.
  • Carrier Global was a new GDS Wealth Management position in Q2 2026.
  • Carrier Global made up 0.01% of GDS Wealth Management's portfolio in Q2 2026, its #229 holding.
  • GDS Wealth Management first reported a position in Carrier Global in Q3 2024 and has held it in 2 quarters since.
  • GDS Wealth Management's Carrier Global position peaked at $207K in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.