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Golden State Wealth Management’s Carrier Global CARR Stock Holding History

Golden State 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 		$51.4K Hold
700
– – ﹤0.01% 721
2026
Q1 		$39.5K Sell
700
-80
-10% -$4.74K ﹤0.01% 740
2025
Q4 		$41.2K Sell
780
-309
-28% -$17.2K ﹤0.01% 736
2025
Q3 		$65K Hold
1,089
– – 0.01% 609
2025
Q2 		$79.7K Sell
1,089
-300
-22% -$20.4K 0.01% 541
2025
Q1 		$88.1K Buy
1,389
+474
+52% +$31.5K 0.01% 480
2024
Q4 		$62.5K Buy
+915
New +$69K 0.01% 538

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

Golden State Wealth Management's CARR Position: Q2 2026 in Review

Golden State Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 700 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Golden State Wealth Management first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.1K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Golden State Wealth Management held 700 shares of Carrier Global worth $51.4K as of Q2 2026.
  • Golden State Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Golden State Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Carrier Global position peaked at $88.1K in Q1 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.