Keebeck Wealth Management’s Carrier Global CARR Stock Holding History

Keebeck 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	$371K	Buy	5,062 +1,456	+40%	+$95.2K	0.04%	326
2026 Q1	$203K	Buy	+3,606	New	+$213K	0.02%	406
2024 Q4	–	Sell	-3,210	Closed	-$258K	–	283
2024 Q3	$258K	Hold	3,210	–	–	0.04%	221
2024 Q2	$203K	Buy	+3,210	New	+$197K	0.03%	253
2021 Q4	–	Sell	-4,200	Closed	-$217K	–	220
2021 Q3	$217K	Hold	4,200	–	–	0.04%	199
2021 Q2	$205K	Buy	+4,200	New	+$188K	0.03%	230

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Keebeck Wealth Management increased its Carrier Global (CARR) stake by 40% in Q2 2026, buying an estimated $95.2K and bringing the position to 5,062 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #326.

Keebeck Wealth Management first reported a position in CARR in Q2 2021 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Keebeck Wealth Management held 5,062 shares of Carrier Global worth $371K as of Q2 2026.
Keebeck Wealth Management bought 1,456 Carrier Global shares in Q2 2026, an estimated $95.2K.
Carrier Global made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #326 holding.
Keebeck Wealth Management first reported a position in Carrier Global in Q2 2021 and has held it in 6 quarters since.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.