Legacy Wealth Partners (Colorado)’s Carrier Global CARR Stock Holding History

Legacy Wealth Partners (Colorado)’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	$230K	Buy	+3,134	New	+$205K	0.05%	180

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s CARR Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in Carrier Global (CARR) in Q2 2026: 3,134 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings.

1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Legacy Wealth Partners (Colorado) held 3,134 shares of Carrier Global worth $230K as of Q2 2026.
Carrier Global was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
Carrier Global made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #180 holding.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.