IA
CARR icon

IFP Advisors’s Carrier Global CARR Stock Holding History

IFP 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 		$7.11M Sell
96,934
-16,551
-15% -$1.08M 0.13% 180
2026
Q1 		$6.39M Buy
113,485
+20,754
+22% +$1.23M 0.13% 176
2025
Q4 		$4.9M Buy
92,731
+822
+0.9% +$45.7K 0.11% 204
2025
Q3 		$5.49M Sell
91,909
-648
-0.7% -$44K 0.14% 155
2025
Q2 		$6.77M Sell
92,557
-13,656
-13% -$927K 0.19% 109
2025
Q1 		$6.74M Buy
106,213
+9,594
+10% +$637K 0.21% 101
2024
Q4 		$6.6M Sell
96,619
-1,111
-1% -$83.8K 0.22% 93
2024
Q3 		$7.87M Buy
97,730
+3,610
+4% +$251K 0.28% 72
2024
Q2 		$5.94M Buy
94,120
+18,240
+24% +$1.12M 0.24% 88
2024
Q1 		$4.41M Buy
75,880
+486
+0.6% +$27.3K 0.19% 111
2023
Q4 		$4.33M Sell
75,394
-3,310
-4% -$175K 0.2% 106
2023
Q3 		$4.34M Buy
78,704
+11
+0% +$605 0.2% 104
2023
Q2 		$3.91M Sell
78,693
-10,850
-12% -$477K 0.16% 124
2023
Q1 		$1.07M Sell
89,543
-31,730
-26% -$1.42M 0.05% 373
2022
Q4 		$1.62M Buy
121,273
+12,801
+12% +$519K 0.04% 436
2022
Q3 		$1.44M Buy
108,472
+2,911
+3% +$115K 0.04% 510
2022
Q2 		$1.41M Hold
105,561
– – 0.05% 471
2022
Q1 		$1.41M Buy
105,561
+20,162
+24% +$949K 0.05% 471
2021
Q4 		$4.67M Buy
85,399
+11,746
+16% +$634K 0.09% 130
2021
Q3 		$3.81M Sell
73,653
-19,127
-21% -$1.03M 0.08% 162
2021
Q2 		$4.51M Buy
92,780
+7,572
+9% +$338K 0.09% 123
2021
Q1 		$3.6M Buy
85,208
+10,510
+14% +$409K 0.07% 136
2020
Q4 		$2.81M Buy
74,698
+17,475
+31% +$633K 0.11% 155
2020
Q3 		$1.75M Buy
57,223
+1,886
+3% +$53.4K 0.1% 190
2020
Q2 		$1.22M Buy
+55,337
New +$1.03M 0.1% 214

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

IFP Advisors's CARR Position: Q2 2026 in Review

IFP Advisors reduced its Carrier Global (CARR) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 96,934 shares worth $7.11M. The position accounts for 0.13% of the portfolio, ranked #180.

IFP Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.87M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • IFP Advisors held 96,934 shares of Carrier Global worth $7.11M as of Q2 2026.
  • IFP Advisors sold 16,551 Carrier Global shares in Q2 2026, an estimated $1.08M.
  • Carrier Global made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #180 holding.
  • IFP Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • IFP Advisors's Carrier Global position peaked at $7.87M in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.