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Kingsview Wealth Management’s Carrier Global CARR Stock Holding History

Kingsview 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
2021
Q4 		– Sell
-1,000
Closed -$2K – 963
2021
Q3 		$2K Buy
+1,000
New +$53.8K ﹤0.01% 862

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

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

Kingsview Wealth Management reduced its Carrier Global (CARR) stake by 0.19% in Q2 2026, selling an estimated $1.9K and leaving 15,074 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #723.

Kingsview Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.29M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Kingsview Wealth Management held 15,074 shares of Carrier Global worth $1.11M as of Q2 2026.
  • Kingsview Wealth Management sold 29 Carrier Global shares in Q2 2026, an estimated $1.9K.
  • Carrier Global made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Kingsview Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Carrier Global position peaked at $1.29M in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.