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Greenwich Wealth Management’s Carrier Global CARR Stock Holding History

Greenwich 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 		$259K Sell
3,530
-73
-2% -$4.77K 0.01% 254
2026
Q1 		$203K Buy
+3,603
New +$213K 0.01% 284
2025
Q3 		– Sell
-3,126
Closed -$229K – 279
2025
Q2 		$229K Buy
+3,126
New +$212K 0.01% 226
2025
Q1 		– Sell
-3,097
Closed -$211K – 243
2024
Q4 		$211K Sell
3,097
-72
-2% -$5.43K 0.01% 234
2024
Q3 		$255K Sell
3,169
-93
-3% -$6.48K 0.02% 213
2024
Q2 		$206K Buy
+3,262
New +$200K 0.02% 224

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

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

Greenwich Wealth Management reduced its Carrier Global (CARR) stake by 2% in Q2 2026, selling an estimated $4.77K and leaving 3,530 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #254.

Greenwich Wealth Management first reported a position in CARR in Q2 2024 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Greenwich Wealth Management held 3,530 shares of Carrier Global worth $259K as of Q2 2026.
  • Greenwich Wealth Management sold 73 Carrier Global shares in Q2 2026, an estimated $4.77K.
  • Carrier Global made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Greenwich Wealth Management first reported a position in Carrier Global in Q2 2024 and has held it in 6 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.