IAA
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Independent Advisor Alliance’s Carrier Global CARR Stock Holding History

Independent Advisor Alliance’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 		$708K Sell
9,656
-290
-3% -$19K 0.02% 560
2026
Q1 		$560K Buy
9,946
+645
+7% +$38.2K 0.01% 1070
2025
Q4 		$491K Sell
9,301
-1,181
-11% -$65.7K 0.01% 656
2025
Q3 		$626K Sell
10,482
-679
-6% -$46.1K 0.02% 559
2025
Q2 		$817K Sell
11,161
-322
-3% -$21.8K 0.02% 454
2025
Q1 		$728K Buy
11,483
+564
+5% +$37.5K 0.02% 435
2024
Q4 		$745K Buy
10,919
+4,730
+76% +$357K 0.01% 814
2024
Q3 		$498K Sell
6,189
-1,330
-18% -$92.6K 0.02% 462
2024
Q2 		$474K Buy
7,519
+1,682
+29% +$103K 0.02% 479
2024
Q1 		$339K Sell
5,837
-102
-2% -$5.73K 0.01% 540
2023
Q4 		$341K Sell
5,939
-1
-0% -$53 0.01% 517
2023
Q3 		$328K Sell
5,940
-4,739
-44% -$261K 0.01% 498
2023
Q2 		$531K Buy
10,679
+299
+3% +$13.2K 0.02% 414
2023
Q1 		$475K Sell
10,380
-2,801
-21% -$125K 0.02% 433
2022
Q4 		$544 Buy
13,181
+3,885
+42% +$158K ﹤0.01% 342
2022
Q3 		$331K Sell
9,296
-449
-5% -$17.7K 0.02% 460
2022
Q2 		$348K Sell
9,745
-1,282
-12% -$50.3K 0.02% 455
2022
Q1 		$506K Buy
11,027
+995
+10% +$46.9K 0.02% 390
2021
Q4 		$544K Buy
10,032
+72
+0.7% +$3.89K 0.03% 376
2021
Q3 		$516K Buy
9,960
+732
+8% +$39.4K 0.03% 371
2021
Q2 		$448K Sell
9,228
-178
-2% -$7.95K 0.02% 416
2021
Q1 		$397K Sell
9,406
-33,390
-78% -$1.3M 0.02% 419
2020
Q4 		$1.61M Sell
42,796
-1,180
-3% -$42.7K 0.11% 149
2020
Q3 		$1.34M Sell
43,976
-6,494
-13% -$184K 0.1% 148
2020
Q2 		$1.12M Buy
+50,470
New +$938K 0.12% 136

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

Independent Advisor Alliance's CARR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Carrier Global (CARR) stake by 2.9% in Q2 2026, selling an estimated $19K and leaving 9,656 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #560.

Independent Advisor Alliance first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q4 2020. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Independent Advisor Alliance held 9,656 shares of Carrier Global worth $708K as of Q2 2026.
  • Independent Advisor Alliance sold 290 Carrier Global shares in Q2 2026, an estimated $19K.
  • Carrier Global made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #560 holding.
  • Independent Advisor Alliance first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Independent Advisor Alliance's Carrier Global position peaked at $1.61M in Q4 2020.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.