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Kingswood Wealth Advisors’s Carrier Global CARR Stock Holding History

Kingswood Wealth 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 		$580K Sell
7,909
-3,698
-32% -$242K 0.02% 569
2026
Q1 		$654K Sell
11,607
-335
-3% -$19.8K 0.03% 482
2025
Q4 		$631K Buy
11,942
+784
+7% +$43.6K 0.03% 462
2025
Q3 		$666K Buy
11,158
+471
+4% +$32K 0.04% 403
2025
Q2 		$782K Sell
10,687
-949
-8% -$64.4K 0.06% 308
2025
Q1 		$738K Buy
11,636
+1,085
+10% +$72.1K 0.07% 312
2024
Q4 		$720K Sell
10,551
-989
-9% -$74.6K 0.05% 344
2024
Q3 		$929K Buy
11,540
+3,226
+39% +$225K 0.07% 309
2024
Q2 		$524K Buy
8,314
+3,100
+59% +$190K 0.05% 377
2024
Q1 		$303K Buy
5,214
+426
+9% +$23.9K 0.04% 474
2023
Q4 		$275K Buy
+4,788
New +$253K 0.03% 505

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

Kingswood Wealth Advisors's CARR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Carrier Global (CARR) stake by 32% in Q2 2026, selling an estimated $242K and leaving 7,909 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #569.

Kingswood Wealth Advisors first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Kingswood Wealth Advisors held 7,909 shares of Carrier Global worth $580K as of Q2 2026.
  • Kingswood Wealth Advisors sold 3,698 Carrier Global shares in Q2 2026, an estimated $242K.
  • Carrier Global made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #569 holding.
  • Kingswood Wealth Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Carrier Global position peaked at $929K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.