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JNBA Financial Advisors’s Carrier Global CARR Stock Holding History

JNBA Financial 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 		$63.9K Sell
871
-52
-6% -$3.4K ﹤0.01% 297
2026
Q1 		$52K Hold
923
– – ﹤0.01% 304
2025
Q4 		$48.8K Hold
923
– – ﹤0.01% 314
2025
Q3 		$55.1K Hold
923
– – 0.01% 295
2025
Q2 		$67.6K Sell
923
-100
-10% -$6.79K 0.01% 267
2025
Q1 		$64.9K Sell
1,023
-48
-4% -$3.19K 0.01% 254
2024
Q4 		$73.1K Sell
1,071
-33
-3% -$2.49K 0.01% 249
2024
Q3 		$88.9K Sell
1,104
-81
-7% -$5.64K 0.01% 234
2024
Q2 		$74.8K Hold
1,185
– – 0.01% 249
2024
Q1 		$68.9K Hold
1,185
– – 0.01% 261
2023
Q4 		$68.1K Sell
1,185
-16
-1% -$847 0.01% 258
2023
Q3 		$66.3K Sell
1,201
-45
-4% -$2.48K 0.01% 254
2023
Q2 		$61.9K Buy
1,246
+552
+80% +$24.3K 0.01% 266
2023
Q1 		$31.8K Hold
694
– – ﹤0.01% 338
2022
Q4 		$28.6K Sell
694
-215
-24% -$8.72K ﹤0.01% 334
2022
Q3 		$32K Buy
909
+117
+15% +$4.61K ﹤0.01% 319
2022
Q2 		$28K Hold
792
– – ﹤0.01% 347
2022
Q1 		$36K Hold
792
– – ﹤0.01% 326
2021
Q4 		$43K Buy
792
+16
+2% +$864 0.01% 323
2021
Q3 		$40K Hold
776
– – 0.01% 322
2021
Q2 		$38K Buy
776
+25
+3% +$1.12K 0.01% 318
2021
Q1 		$32K Hold
751
– – ﹤0.01% 330
2020
Q4 		$28K Sell
751
-139
-16% -$5.03K ﹤0.01% 325
2020
Q3 		$27K Sell
890
-130
-13% -$3.68K 0.01% 299
2020
Q2 		$23K Buy
+1,020
New +$19K ﹤0.01% 312

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

JNBA Financial Advisors's CARR Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Carrier Global (CARR) stake by 5.6% in Q2 2026, selling an estimated $3.4K and leaving 871 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

JNBA Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $88.9K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • JNBA Financial Advisors held 871 shares of Carrier Global worth $63.9K as of Q2 2026.
  • JNBA Financial Advisors sold 52 Carrier Global shares in Q2 2026, an estimated $3.4K.
  • Carrier Global made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #297 holding.
  • JNBA Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • JNBA Financial Advisors's Carrier Global position peaked at $88.9K in Q3 2024.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.