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Lloyd Advisory Services’s Carrier Global CARR Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$55 – 685
2026
Q1 		$55 Buy
+1
New +$59 ﹤0.01% 814
2021
Q2 		– Sell
-20
Closed -$1K – 400
2021
Q1 		$1K Hold
20
– – ﹤0.01% 348
2020
Q4 		$1K Hold
20
– – ﹤0.01% 330
2020
Q3 		$1K Hold
20
– – ﹤0.01% 295
2020
Q2 		$0 Buy
+20
New +$372 ﹤0.01% 312

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

Lloyd Advisory Services's CARR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 1 share — an estimated $55 sold.

Lloyd Advisory Services first reported a position in CARR in Q2 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 Carrier Global share in Q2 2026, an estimated $55.
  • Lloyd Advisory Services first reported a position in Carrier Global in Q2 2020 and held it in 5 quarters.
  • Lloyd Advisory Services's Carrier Global position peaked at $1K in Q1 2021.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.