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Institute for Wealth Management’s Carrier Global CARR Stock Holding History

Institute for 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 		$446K Buy
6,083
+363
+6% +$23.7K 0.04% 351
2026
Q1 		$322K Sell
5,720
-98
-2% -$5.8K 0.03% 406
2025
Q4 		$307K Sell
5,818
-117
-2% -$6.5K 0.03% 426
2025
Q3 		$354K Sell
5,935
-18
-0.3% -$1.22K 0.04% 409
2025
Q2 		$436K Sell
5,953
-41
-0.7% -$2.78K 0.05% 340
2025
Q1 		$380K Sell
5,994
-27
-0.4% -$1.79K 0.05% 354
2024
Q4 		$411K Sell
6,021
-99
-2% -$7.47K 0.05% 328
2024
Q3 		$493K Sell
6,120
-46
-0.7% -$3.2K 0.06% 300
2024
Q2 		$389K Hold
6,166
– – 0.05% 332
2024
Q1 		$358K Sell
6,166
-450
-7% -$25.3K 0.05% 353
2023
Q4 		$380K Sell
6,616
-361
-5% -$19.1K 0.06% 322
2023
Q3 		$385K Sell
6,977
-540
-7% -$29.7K 0.07% 299
2023
Q2 		$374K Sell
7,517
-30
-0.4% -$1.32K 0.06% 317
2023
Q1 		$345K Sell
7,547
-32
-0.4% -$1.43K 0.07% 321
2022
Q4 		$313K Sell
7,579
-333
-4% -$13.5K 0.07% 343
2022
Q3 		$281K Sell
7,912
-39
-0.5% -$1.54K 0.06% 349
2022
Q2 		$284K Sell
7,951
-97
-1% -$3.81K 0.06% 405
2022
Q1 		$369K Sell
8,048
-23
-0.3% -$1.08K 0.06% 362
2021
Q4 		$438K Sell
8,071
-38
-0.5% -$2.05K 0.07% 302
2021
Q3 		$420K Sell
8,109
-61
-0.7% -$3.28K 0.07% 302
2021
Q2 		$397K Sell
8,170
-286
-3% -$12.8K 0.07% 315
2021
Q1 		$357K Sell
8,456
-388
-4% -$15.1K 0.07% 327
2020
Q4 		$334K Sell
8,844
-608
-6% -$22K 0.07% 328
2020
Q3 		$289K Sell
9,452
-353
-4% -$9.99K 0.07% 321
2020
Q2 		$218K Buy
+9,805
New +$182K 0.05% 381

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

Institute for Wealth Management's CARR Position: Q2 2026 in Review

Institute for Wealth Management increased its Carrier Global (CARR) stake by 6.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,083 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #351.

Institute for Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $493K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Institute for Wealth Management held 6,083 shares of Carrier Global worth $446K as of Q2 2026.
  • Institute for Wealth Management bought 363 Carrier Global shares in Q2 2026, an estimated $23.7K.
  • Carrier Global made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Institute for Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Institute for Wealth Management's Carrier Global position peaked at $493K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.