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Journey Strategic Wealth’s Carrier Global CARR Stock Holding History

Journey Strategic Wealth’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
Q1 		$373K Buy
+6,631
New +$393K 0.01% 443
2025
Q3 		– Sell
-3,516
Closed -$257K – 718
2025
Q2 		$257K Buy
+3,516
New +$239K 0.01% 500
2024
Q4 		– Sell
-2,735
Closed -$220K – 509
2024
Q3 		$220K Buy
+2,735
New +$190K 0.01% 442

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

Journey Strategic Wealth's CARR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Carrier Global (CARR) in Q1 2026: 6,631 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in CARR as recently as Q2 2025.

Journey Strategic Wealth first reported a position in CARR in Q3 2024 and has held it in 3 quarters since. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Journey Strategic Wealth held 6,631 shares of Carrier Global worth $373K as of Q1 2026.
  • Carrier Global was a new Journey Strategic Wealth position in Q1 2026.
  • Carrier Global made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #443 holding.
  • Journey Strategic Wealth first reported a position in Carrier Global in Q3 2024 and has held it in 3 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.