Guardian Wealth Advisors (North Carolina)’s Carrier Global CARR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$422K	Sell	5,751 -9	-0.2%	-$588	0.02%	268
2026 Q1	$324K	Sell	5,760 -187	-3%	-$11.1K	0.02%	274
2025 Q4	$314K	Buy	+5,947	New	+$331K	0.02%	288
2023 Q4	–	Sell	-4,154	Closed	-$229K	–	445
2023 Q3	$229K	Sell	4,154 -337	-8%	-$18.5K	0.04%	214
2023 Q2	$224K	Sell	4,491 -1,030	-19%	-$45.3K	0.04%	208
2023 Q1	$253K	Sell	5,521 -39	-0.7%	-$1.75K	0.04%	180
2022 Q4	$230K	Sell	5,560 -302	-5%	-$12.3K	0.04%	182
2022 Q3	$208K	Buy	5,862 +128	+2%	+$5.04K	0.04%	181
2022 Q2	$205K	Buy	+5,734	New	+$225K	0.04%	183
2022 Q1	–	Sell	-8,582	Closed	-$465K	–	252
2021 Q4	$465K	Buy	+8,582	New	+$463K	0.2%	95

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 $3.37T AUM 44.26% 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

Guardian Wealth Advisors (North Carolina)'s CARR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Carrier Global (CARR) stake by 0.16% in Q2 2026, selling an estimated $588 and leaving 5,751 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #268.

Guardian Wealth Advisors (North Carolina) first reported a position in CARR in Q4 2021 and has held it in 10 quarters since. The position peaked at $465K in Q4 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 5,751 shares of Carrier Global worth $422K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 9 Carrier Global shares in Q2 2026, an estimated $588.
Carrier Global made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #268 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Carrier Global in Q4 2021 and has held it in 10 quarters since.
Guardian Wealth Advisors (North Carolina)'s Carrier Global position peaked at $465K in Q4 2021.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.