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HCR Wealth Advisors’s Carrier Global CARR Stock Holding History

HCR Wealth Advisors’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 		$346K Buy
4,714
+20
+0.4% +$1.31K 0.03% 199
2026
Q1 		$264K Buy
4,694
+19
+0.4% +$1.13K 0.03% 210
2025
Q4 		$247K Buy
4,675
+2
+0% +$111 0.02% 216
2025
Q3 		$275K Buy
4,673
+193
+4% +$13.1K 0.03% 195
2025
Q2 		$328K Buy
4,480
+1
+0% +$68 0.04% 175
2025
Q1 		$284K Buy
4,479
+1
+0% +$66 0.04% 187
2024
Q4 		$306K Sell
4,478
-2,000
-31% -$151K 0.04% 178
2024
Q3 		$521K Sell
6,478
-1,074
-14% -$74.8K 0.07% 137
2024
Q2 		$476K Buy
7,552
+2,076
+38% +$127K 0.07% 132
2024
Q1 		$318K Buy
5,476
+2,002
+58% +$112K 0.05% 163
2023
Q4 		$200K Sell
3,474
-439
-11% -$23.2K 0.03% 201
2023
Q3 		$216K Buy
+3,913
New +$215K 0.05% 156
2022
Q1 		– Sell
-4,045
Closed -$219K – 191
2021
Q4 		$219K Buy
4,045
+34
+0.8% +$1.83K 0.03% 184
2021
Q3 		$208K Buy
+4,011
New +$216K 0.03% 189

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

HCR Wealth Advisors's CARR Position: Q2 2026 in Review

HCR Wealth Advisors increased its Carrier Global (CARR) stake by 0.43% in Q2 2026, buying an estimated $1.31K and bringing the position to 4,714 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #199.

HCR Wealth Advisors first reported a position in CARR in Q3 2021 and has held it in 14 quarters since. The position peaked at $521K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • HCR Wealth Advisors held 4,714 shares of Carrier Global worth $346K as of Q2 2026.
  • HCR Wealth Advisors bought 20 Carrier Global shares in Q2 2026, an estimated $1.31K.
  • Carrier Global made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • HCR Wealth Advisors first reported a position in Carrier Global in Q3 2021 and has held it in 14 quarters since.
  • HCR Wealth Advisors's Carrier Global position peaked at $521K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.