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Holos Integrated Wealth’s Carrier Global CARR Stock Holding History

Holos Integrated Wealth’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 		$3.57K Sell
52
-68
-57% -$4.44K ﹤0.01% 317
2026
Q1 		$6.65K Hold
120
– – ﹤0.01% 282
2025
Q4 		$6.42K Hold
120
– – ﹤0.01% 223
2025
Q3 		$6.8K Hold
120
– – ﹤0.01% 212
2025
Q2 		$7.92K Hold
120
– – ﹤0.01% 203
2025
Q1 		$7.61K Sell
120
-45
-27% -$2.99K 0.01% 204
2024
Q4 		$11.3K Buy
+165
New +$12.4K 0.01% 186

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

Holos Integrated Wealth's CARR Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Carrier Global (CARR) stake by 57% in Q2 2026, selling an estimated $4.44K and leaving 52 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Holos Integrated Wealth first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Holos Integrated Wealth held 52 shares of Carrier Global worth $3.57K as of Q2 2026.
  • Holos Integrated Wealth sold 68 Carrier Global shares in Q2 2026, an estimated $4.44K.
  • Carrier Global made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #317 holding.
  • Holos Integrated Wealth first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Carrier Global position peaked at $11.3K in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.