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IHT Wealth Management’s Carrier Global CARR Stock Holding History

IHT Wealth Management’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 		$727K Buy
9,910
+374
+4% +$24.4K 0.02% 702
2026
Q1 		$537K Buy
9,536
+169
+2% +$10K 0.01% 797
2025
Q4 		$495K Sell
9,367
-1,497
-14% -$83.2K 0.01% 773
2025
Q3 		$649K Sell
10,864
-196
-2% -$13.3K 0.02% 656
2025
Q2 		$809K Buy
11,060
+695
+7% +$47.2K 0.02% 557
2025
Q1 		$657K Sell
10,365
-36
-0.3% -$2.39K 0.02% 586
2024
Q4 		$710K Sell
10,401
-590
-5% -$44.5K 0.02% 561
2024
Q3 		$883K Buy
10,991
+6,405
+140% +$446K 0.03% 532
2024
Q2 		$289K Buy
4,586
+946
+26% +$58.1K 0.01% 810
2024
Q1 		$212K Sell
3,640
-531
-13% -$29.8K 0.01% 926
2023
Q4 		$240K Sell
4,171
-1,084
-21% -$57.4K 0.01% 851
2023
Q3 		$290K Buy
5,255
+540
+11% +$29.7K 0.01% 745
2023
Q2 		$234K Buy
4,715
+156
+3% +$6.86K 0.01% 815
2023
Q1 		$209K Buy
+4,559
New +$204K 0.01% 840
2022
Q1 		– Sell
-4,147
Closed -$225K – 779
2021
Q4 		$225K Buy
+4,147
New +$224K 0.02% 715

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

IHT Wealth Management's CARR Position: Q2 2026 in Review

IHT Wealth Management increased its Carrier Global (CARR) stake by 3.9% in Q2 2026, buying an estimated $24.4K and bringing the position to 9,910 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #702.

IHT Wealth Management first reported a position in CARR in Q4 2021 and has held it in 15 quarters since. The position peaked at $883K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • IHT Wealth Management held 9,910 shares of Carrier Global worth $727K as of Q2 2026.
  • IHT Wealth Management bought 374 Carrier Global shares in Q2 2026, an estimated $24.4K.
  • Carrier Global made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #702 holding.
  • IHT Wealth Management first reported a position in Carrier Global in Q4 2021 and has held it in 15 quarters since.
  • IHT Wealth Management's Carrier Global position peaked at $883K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.