HWA
CARR icon

HHM Wealth Advisors’s Carrier Global CARR Stock Holding History

HHM 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 		$151K Sell
2,065
-25
-1% -$1.63K 0.02% 239
2026
Q1 		$118K Sell
2,090
-150
-7% -$8.88K 0.01% 253
2025
Q4 		$118K Hold
2,240
– – 0.01% 250
2025
Q3 		$134K Hold
2,240
– – 0.02% 247
2025
Q2 		$164K Hold
2,240
– – 0.02% 228
2025
Q1 		$142K Sell
2,240
-39
-2% -$2.59K 0.02% 229
2024
Q4 		$156K Buy
2,279
+39
+2% +$2.94K 0.02% 210
2024
Q3 		$180K Hold
2,240
– – 0.03% 184
2024
Q2 		$141K Buy
+2,240
New +$138K 0.02% 211
2022
Q3 		– Sell
-579
Closed -$21K – 667
2022
Q2 		$21K Sell
579
-100
-15% -$3.93K 0.01% 418
2022
Q1 		$31K Sell
679
-775
-53% -$36.5K 0.01% 374
2021
Q4 		$79K Buy
1,454
+875
+151% +$47.2K 0.02% 249
2021
Q3 		$30K Buy
579
+243
+72% +$13.1K 0.01% 357
2021
Q2 		$16K Hold
336
– – ﹤0.01% 424
2021
Q1 		$14K Hold
336
– – ﹤0.01% 418
2020
Q4 		$13K Sell
336
-656
-66% -$23.7K ﹤0.01% 400
2020
Q3 		$30K Buy
992
+328
+49% +$9.28K 0.01% 275
2020
Q2 		$15K Buy
+664
New +$12.3K 0.01% 334

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 $3.38T AUM 44.17% 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

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

HHM Wealth Advisors reduced its Carrier Global (CARR) stake by 1.2% in Q2 2026, selling an estimated $1.63K and leaving 2,065 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #239.

HHM Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 18 quarters since. The position peaked at $180K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • HHM Wealth Advisors held 2,065 shares of Carrier Global worth $151K as of Q2 2026.
  • HHM Wealth Advisors sold 25 Carrier Global shares in Q2 2026, an estimated $1.63K.
  • Carrier Global made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • HHM Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 18 quarters since.
  • HHM Wealth Advisors's Carrier Global position peaked at $180K in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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