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JPL Wealth Management’s Carrier Global CARR Stock Holding History

JPL 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 		$30.4K Buy
415
+45
+12% +$2.94K 0.01% 360
2026
Q1 		$20.8K Buy
+370
New +$21.9K ﹤0.01% 390
2025
Q4 		– Sell
-388
Closed -$23.2K – 276
2025
Q3 		$23.2K Buy
+388
New +$26.4K 0.01% 375

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

JPL Wealth Management's CARR Position: Q2 2026 in Review

JPL Wealth Management increased its Carrier Global (CARR) stake by 12% in Q2 2026, buying an estimated $2.94K and bringing the position to 415 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #360.

JPL Wealth Management first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • JPL Wealth Management held 415 shares of Carrier Global worth $30.4K as of Q2 2026.
  • JPL Wealth Management bought 45 Carrier Global shares in Q2 2026, an estimated $2.94K.
  • Carrier Global made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #360 holding.
  • JPL Wealth Management first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.