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Golden State Equity Partners’s Carrier Global CARR Stock Holding History

Golden State Equity 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 		– Sell
-811
Closed -$45.7K – 547
2026
Q1 		$45.7K Sell
811
-10,067
-93% -$596K ﹤0.01% 907
2025
Q4 		$575K Buy
+10,878
New +$605K 0.09% 252
2024
Q4 		– Sell
-363
Closed -$29.2K – 516
2024
Q3 		$29.2K Buy
+363
New +$25.3K ﹤0.01% 610

Other funds holding CARR

Capital Research Global Investors
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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

Golden State Equity Partners's CARR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 811 shares — an estimated $45.7K sold.

Golden State Equity Partners first reported a position in CARR in Q3 2024 and held it in 3 quarters. The position peaked at $575K in Q4 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 811 Carrier Global shares in Q2 2026, an estimated $45.7K.
  • Golden State Equity Partners first reported a position in Carrier Global in Q3 2024 and held it in 3 quarters.
  • Golden State Equity Partners's Carrier Global position peaked at $575K in Q4 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.