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Intentional Wealth Strategies’s Carrier Global CARR Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-78
Closed -$4.39K – 203
2026
Q1 		$4.39K Buy
+78
New +$4.62K ﹤0.01% 504

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

Intentional Wealth Strategies's CARR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 78 shares — an estimated $4.39K sold.

Intentional Wealth Strategies first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $4.39K in Q1 2026. 1,639 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 78 Carrier Global shares in Q2 2026, an estimated $4.39K.
  • Intentional Wealth Strategies first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Carrier Global position peaked at $4.39K in Q1 2026.
  • 1,639 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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