GSB Wealth Management’s Carrier Global CARR Stock Holding History

GSB 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	$538K	Buy	7,340 +2,118	+41%	+$138K	0.11%	148
2026 Q1	$294K	Buy	5,222 +358	+7%	+$21.2K	0.07%	185
2025 Q4	$257K	Buy	4,864 +9	+0.2%	+$500	0.06%	194
2025 Q3	$290K	Sell	4,855 -27	-0.6%	-$1.83K	0.07%	188
2025 Q2	$357K	Buy	4,882 +8	+0.2%	+$543	0.09%	171
2025 Q1	$309K	Buy	4,874 +47	+1%	+$3.12K	0.08%	164
2024 Q4	$330K	Buy	4,827 +2	+0%	+$151	0.09%	171
2024 Q3	$388K	Buy	4,825 +2	+0%	+$139	0.1%	156
2024 Q2	$304K	Buy	4,823 +3	+0.1%	+$184	0.08%	176
2024 Q1	$280K	Buy	4,820 +494	+11%	+$27.8K	0.08%	185
2023 Q4	$249K	Buy	4,326 +3	+0.1%	+$159	0.08%	185
2023 Q3	$239K	Buy	4,323 +3	+0.1%	+$165	0.08%	181
2023 Q2	$215K	Buy	+4,320	New	+$190K	0.07%	197
2022 Q2	–	Sell	-4,634	Closed	-$213K	–	202
2022 Q1	$213K	Sell	4,634 -140	-3%	-$6.59K	0.06%	213
2021 Q4	$259K	Buy	+4,774	New	+$258K	0.07%	200
2021 Q3	–	Sell	-5,039	Closed	-$245K	–	162
2021 Q2	$245K	Buy	5,039 +6	+0.1%	+$268	0.08%	199
2021 Q1	$212K	Buy	+5,033	New	+$196K	0.07%	199

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

GSB Wealth Management increased its Carrier Global (CARR) stake by 41% in Q2 2026, buying an estimated $138K and bringing the position to 7,340 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #148.

GSB Wealth Management first reported a position in CARR in Q1 2021 and has held it in 17 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

GSB Wealth Management held 7,340 shares of Carrier Global worth $538K as of Q2 2026.
GSB Wealth Management bought 2,118 Carrier Global shares in Q2 2026, an estimated $138K.
Carrier Global made up 0.11% of GSB Wealth Management's portfolio in Q2 2026, its #148 holding.
GSB Wealth Management first reported a position in Carrier Global in Q1 2021 and has held it in 17 quarters since.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.