JWA
CARR icon

JFS Wealth Advisors’s Carrier Global CARR Stock Holding History

JFS Wealth Advisors’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 		$93.2K Buy
1,271
+23
+2% +$1.5K ﹤0.01% 447
2026
Q1 		$70.3K Sell
1,248
-338
-21% -$20K ﹤0.01% 456
2025
Q4 		$83.8K Buy
1,586
+191
+14% +$10.6K ﹤0.01% 438
2025
Q3 		$83.3K Sell
1,395
-222
-14% -$15.1K ﹤0.01% 431
2025
Q2 		$118K Sell
1,617
-304
-16% -$20.6K 0.01% 348
2025
Q1 		$122K Sell
1,921
-209
-10% -$13.9K 0.01% 351
2024
Q4 		$145K Hold
2,130
– – 0.01% 324
2024
Q3 		$171K Sell
2,130
-513
-19% -$35.7K 0.01% 302
2024
Q2 		$167K Sell
2,643
-274
-9% -$16.8K 0.01% 257
2024
Q1 		$170K Buy
2,917
+3
+0.1% +$169 0.01% 255
2023
Q4 		$167K Buy
2,914
+632
+28% +$33.4K 0.01% 247
2023
Q3 		$126K Buy
2,282
+537
+31% +$29.6K 0.01% 260
2023
Q2 		$86.8K Sell
1,745
-45
-3% -$1.98K 0.01% 293
2023
Q1 		$81.9K Buy
1,790
+10
+0.6% +$448 0.01% 304
2022
Q4 		$73.4K Buy
1,780
+929
+109% +$37.7K 0.01% 322
2022
Q3 		$30K Sell
851
-789
-48% -$31.1K ﹤0.01% 476
2022
Q2 		$58K Sell
1,640
-169
-9% -$6.63K 0.01% 367
2022
Q1 		$83K Buy
1,809
+71
+4% +$3.34K 0.01% 326
2021
Q4 		$94K Buy
1,738
+94
+6% +$5.07K 0.01% 316
2021
Q3 		$85K Sell
1,644
-10
-0.6% -$538 0.01% 338
2021
Q2 		$80K Buy
1,654
+367
+29% +$16.4K 0.01% 237
2021
Q1 		$54K Sell
1,287
-51
-4% -$1.98K 0.01% 242
2020
Q4 		$50K Sell
1,338
-389
-23% -$14.1K 0.01% 246
2020
Q3 		$53K Sell
1,727
-80
-4% -$2.26K 0.01% 229
2020
Q2 		$40K Buy
+1,807
New +$33.6K 0.01% 248

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's CARR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Carrier Global (CARR) stake by 1.8% in Q2 2026, buying an estimated $1.5K and bringing the position to 1,271 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

JFS Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $171K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • JFS Wealth Advisors held 1,271 shares of Carrier Global worth $93.2K as of Q2 2026.
  • JFS Wealth Advisors bought 23 Carrier Global shares in Q2 2026, an estimated $1.5K.
  • Carrier Global made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • JFS Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Carrier Global position peaked at $171K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.