GWSA
CARR icon

Global Wealth Strategies & Associates’s Carrier Global CARR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-500
Closed -$28.2K – 150
2026
Q1 		$28.2K Hold
500
– – 0.01% 228
2025
Q4 		$26.4K Buy
500
+300
+150% +$16.7K 0.01% 220
2025
Q3 		$11.9K Hold
200
– – ﹤0.01% 268
2025
Q2 		$14.6K Hold
200
– – ﹤0.01% 193
2025
Q1 		$12.7K Buy
+200
New +$13.3K ﹤0.01% 235

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

Global Wealth Strategies & Associates's CARR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 500 shares — an estimated $28.2K sold.

Global Wealth Strategies & Associates first reported a position in CARR in Q1 2025 and held it in 5 quarters. The position peaked at $28.2K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 500 Carrier Global shares in Q2 2026, an estimated $28.2K.
  • Global Wealth Strategies & Associates first reported a position in Carrier Global in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Carrier Global position peaked at $28.2K in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.