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IMG Wealth Management’s Carrier Global CARR Stock Holding History

IMG 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 		$1.61K Buy
+22
New +$1.44K ﹤0.01% 475
2026
Q1 		– Sell
-127
Closed -$6.71K – 526
2025
Q4 		$6.71K Hold
127
– – ﹤0.01% 383
2025
Q3 		$7.58K Hold
127
– – 0.01% 304
2025
Q2 		$9.29K Buy
+127
New +$8.62K 0.01% 275

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

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

IMG Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 22 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in CARR as recently as Q4 2025.

IMG Wealth Management first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.29K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • IMG Wealth Management held 22 shares of Carrier Global worth $1.61K as of Q2 2026.
  • Carrier Global was a new IMG Wealth Management position in Q2 2026.
  • Carrier Global made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #475 holding.
  • IMG Wealth Management first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Carrier Global position peaked at $9.29K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.