Larry Mathis Financial Planning’s Carrier Global CARR Stock Holding History

Larry Mathis Financial Planning’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	$355K	Buy	+4,844	New	+$317K	0.27%	92

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 $3.38T AUM 44.17% 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

Larry Mathis Financial Planning's CARR Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Carrier Global (CARR) in Q2 2026: 4,844 shares worth $355K. The stake represents 0.27% of the portfolio and ranks #92 among its holdings.

1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Larry Mathis Financial Planning held 4,844 shares of Carrier Global worth $355K as of Q2 2026.
Carrier Global was a new Larry Mathis Financial Planning position in Q2 2026.
Carrier Global made up 0.27% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #92 holding.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.